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 comprehensive integrated solutions in a fragmented financial services industry.
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. 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 of Barron’s annual Top 100 Advisor rankings. Additionally, Lori was ranked #1 in New York – NY State on Forbes’ 2023 and 2022 Best-In-State Wealth Advisors list, and has been ranked for five consecutive years on Forbes’ America’s Top Wealth Advisors list and Forbes’ America’s Top Women Advisors lists. In 2022, she was named CEO of the Year by Institutional Investor’s RIA Intel.
In recognition of her involvement in the Rochester community, Lori was recognized in the Rochester Business Journal’s 2023, 2022, and 2021 Power 100 list and received the 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 is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness and the fine arts, including the Monroe Community College Foundation Board, the University of Rochester Medical Center Board, the F.F. Thompson Health System Board, and the Memorial Art Gallery Board of Managers.
Lori was one of the founders of the Association of Professional Investment Consultants (APIC) and Citigroup Institutional Consulting. She holds the Certified Investment Management Analyst® 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.
Lori is the author of the Wall Street Journal bestselling book Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity, published in 2023.
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.
No compensation was paid to obtain the above awards. LVW Advisors paid a fee for promotional materials related to Forbes and Barron’s awards. Please see our Disclosures page for additional information.