Lori Van Dusen, CIMA®, CEO and Founder of LVW Advisors, was a panelist on U.S. Institute/Institutional Investor's CEO Roundtable webinar titled, "How are Investors Looking at the Post-COVID World" on …
Joseph Zappia, CIMA, Moderated Recent RIA Institute Webinar
Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer of LVW Advisors, moderated an RIA Institute webinar on July 22. The panelists on the webinar titled, "Why Interval Funds and Where They Fit …
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Lori Van Dusen Ranked in Barron’s Top 100 Women Advisors of 2020
The LVW team is happy to announce Lori Van Dusen, Founder and CEO, has been ranked in the top 50 on Barron's Top 100 Women Advisors list of 2020. This year marks the 15th edition of the Barron’s Top …
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Lori Van Dusen Speaks on Active Management Investing in Barron’s
Lori Van Dusen, CIMA, CEO and Founder of LVW Advisors was interviewed for an article in Barron's published last weekend titled, "It’s a Weird Market. Time To Go Active." The Barron's article …
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Schwab Podcast Featuring Lori Van Dusen, CIMA, and Joe Zappia, CIMA
Lori Van Dusen, CIMA, Founder and CEO of LVW Advisors, and Joe Zappia, CIMA, CCO/Co-CIO were featured on Schwab's "How I Became an Independent RIA" podcast series in the episode titled, "Stronger …
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Lori Van Dusen Ranked #5 in Forbes 2020 Top Women Wealth Advisors Ranking
LVW Advisors Founder and CEO, Lori Van Dusen, CIMA, was ranked in the top ten for the third consecutive year in the Forbes Top Women Wealth Advisors ranking. Lori ranked #5 in both the 2020 and 2019 …
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