Lori has been with the Compass Capital Management team since 2013, handling the administrative day-to-day servicing of client requests. Some of her tasks include opening new accounts, maintaining client records, handling the movement and tracking of assets, and providing ongoing customer support.
Over the last few years Lori’s role has evolved to include the processing of all state Teachers’ Retirement Board applications, as well as the TRB Health Plans and Purchase of Service Credit.
She is a graduate of Western New England College with a degree in Business Administration. Lori resides in Oxford, Connecticut with her husband Greg and their two daughters. They enjoy vacationing on Block Island during the summer.