Lori Van Dusen, CIMA, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing unbiased integrated solutions in a fragmented financial services industry. Lori is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness, and the fine arts.
Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup Smith Barney. In a pioneering move, she assumed the role of co-lead of Convergent Wealth Advisors’ Institutional Group in 2008, where she also served on the firm’s Executive and Investment Committees, managing approximately $8 billion in assets for clients. She founded LVW Advisors in 2011.
A recipient of numerous accolades, Lori was named to Barron’s Financial Advisor Hall of Fame, which recognizes advisors who have appeared in 10 or more ofBarron’s annual Top 100 Advisor rankings. Additionally, Lori was ranked #1 in New York State on Forbes’ 2022 Best-In-State Wealth Advisors list, and has been ranked on Forbes’ 2022, 2021, 2020 and 2019 Top Wealth Advisors lists and Forbes’ 2022, 2021, 2020 and 2019 Top Women Wealth Advisors lists. Please see our Disclosures page for important information about these awards.
In recognition of her involvement in the Rochester community, Lori was recently recognized in the Rochester Business Journal’s 2021 Power 100 list and 2020 Women of Excellence distinction with the Circle of Excellence honor. The Circle of Excellence recognizes a small group of women each year with longstanding, notable success in the community who are leading the way for other women. Additionally, Lori was inducted into the 2019 Rochester Business Hall of Fame and joins a prestigious list of Rochester business leaders who have been previously inducted. Lori has also been recognized by the Girl Scouts of Western New York as one of the 2019 Women of Distinction.
Lori has served on many boards and committees in the past. She currently serves on the following boards: F.F. Thompson Health Board, Memorial Art Gallery Board of Managers, Monroe Community College Foundation Board, Rochester Area Community Foundation Board, and the University of Rochester Medical Center Board. Lori also sits on the Advisory Board for Institutional Investor’s RIA Institute.
Lori was one of the founders of the Association of Professional Investment Consultants (APIC) and Citigroup Institutional Consulting. She holds the Certified Investment Management AnalystSM designation, administered by the Investments and Wealth Institute® (formerly IMCA) in conjunction with The Wharton School. Lori received her undergraduate degree from Ithaca College and a Master of Education from Harvard University.
A native of Rochester, New York, Lori is a long-distance runner and an avid yogi, and enjoys decorating and savoring the area’s local music scene. She regularly cooks and hosts large Italian meals for her family and friends.