Lori Van Dusen
Lori Van Dusen is the Founder and CEO of LVW Advisors. A champion of client-focused strategies for over 25 years, she has been a leader in providing unbiased integrated solutions in a fragmented financial services industry. Van Dusen is passionate about multiple philanthropic causes, serving on several boards focused on health and wellness, urban education, and the fine arts.
Lori Van Dusen Professional Experience / Academic History
Professional Experience
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Founder and CEO
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Managing Director
Academic History
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Bachelor of Arts
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Master of Education
- Lori Van Dusen began her investment advisory career in 1987 with Shearson Lehman Brothers.
- She was one of the founders of the Association of Professional Investment Consultants and Citigroup Institutional Consulting.
- She holds the Certified Investment Management Analyst® designation.
- She has been a recipient of numerous accolades:
- Volunteer Experience:
Memorial Art Gallery - Board of Managers
Monroe Community College - Foundation Board and Executive Committee
Rochester Area Community Foundation - Investment Committee and Executive Committee Member
Institutional Investor - Advisory Board Member