Our Team

Lori is a Managing Director and the Head of Institutional Sales at ClearBridge. She joined the firm in 2014 and has 31 years of institutional investment industry experience. She is a member of the ClearBridge GIPS Steering Committee. Lori leads an institutional sales team that serves the corporate and public defined benefit, defined contribution, foundation and endowment markets as well as their investment consultants.

Prior to joining the firm, Lori served as Head of Institutional Sales & Service at Fred Alger Management. Her previous positions include Director of Consultant Relations at WisdomTree Investments, Founder and Managing Director at Investment Management Solutions and Principal, Vice President of Institutional Client Service at Pilgrim Baxter & Associates.

Lori graduated magna cum laude from Rosemont College with a BS in Management.

Experience

• 31 years of investment industry experience
• Joined ClearBridge Investments in 2014
• Member of the ClearBridge GIPS Steering Committee
• Fred Alger Management - Senior Vice President, Head of Institutional Sales & Service
• WisdomTree Investments - Director, Consultant Relations
• Investment Management Solutions - Founder & Managing Director, Marketing
• Pilgrim Baxter - Principal, Vice President of Institutional Client Service
• BS in Management from Rosemont College