Lori Choi

Analyst-Equity chez Veris Wealth Partners LLC

Profil

Ms. Lori K.
Choi, CFA, is Partner at Veris Wealth Partners LLC.
She is also a Senior Wealth Manager.
She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial goals.
She also helps to conduct customized due diligence research on asset managers and community development financial institutions for clients.
She is a member of the firm’s Investment Working Group and Marketing Committee.
She serves on the board at Resource Generation, and recently co-founded Women Investing for a Sustainable Economy (WISE), a professional networking group.
Prior to joining Veris, Ms. Choi was Vice President of Account Management at Markit, a global financial information services company, and Assistant Vice President and Portfolio Manager at Bank of Hawaii Private Client Services, where she constructed portfolios, performed equity research, and directly managed over $170 million in client assets.
She graduated from the Wharton School, University of Pennsylvania with a B.S.
in Economics.

Postes actifs de Lori Choi

Sociétés	Poste	Début
Veris Wealth Partners LLC	Analyst-Equity	-

Formation de Lori Choi

The Wharton School of the University of Pennsylvania

Undergraduate Degree