LVW Advisors CEO and Founder Lori Van Dusen, CIMA®, recently shared her personal and professional journey in American City Business Journals’ Bizwomen: In Her Own Words, offering perspective on leadership, resilience and building an independent wealth management firm grounded in values.
In the feature, Lori discussed her early years on Wall Street, her decision to build an independent firm rooted in stewardship and authenticity and the influence of her Italian-American grandfather’s advice throughout her career. She emphasized the importance of leading with integrity, aligning business decisions with personal values and viewing success through impact rather than assets alone. Lori also highlighted the role resilience, purpose and mentorship have played in both her professional journey and leadership philosophy.
She told Bizwomen that “numbers may be our language, but people are our purpose,” underscoring her belief that meaningful leadership comes from combining disciplined thinking with empathy, authenticity and long-term purpose.
Explore Lori’s full “In Her Own Words” feature>