Lori Wallace

Lori Wallace Email and Phone Number

Managing Director, Investments at Cresset @ Cresset
chicago, illinois, united states
Lori Wallace's Location
Minneapolis, Minnesota, United States, United States
Lori Wallace's Contact Details
About Lori Wallace

Lori Wallace is a Managing Director, Investments at Cresset at Cresset. She possess expertise in equities, microsoft excel, equity research, investments, factset and 6 more skills.

Lori Wallace's Current Company Details
Cresset

Cresset

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Managing Director, Investments at Cresset
chicago, illinois, united states
Website:
cressetcapital.com
Employees:
117
Lori Wallace Work Experience Details
  • Cresset
    Managing Director, Investments
    Cresset Mar 2021 - Present
    Minnetonka, Minnesota, United States
    Formerly Meristem Family Wealth, which was acquired by Cresset Capital in June 2022.Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
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  • Mercer
    Principal, Manager Research
    Mercer Dec 2018 - Mar 2021
    Greater Minneapolis-St. Paul Area
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  • Pavilion, A Mercer Practice
    Research Director, Global Equities
    Pavilion, A Mercer Practice Apr 2008 - Dec 2018
    Greater Minneapolis-St. Paul Area
    Formerly Jeffrey Slocum & Associates, which was acquired by Pavilion Advisory Group in October 2016.Perform quantitative and qualitative assessments of investment managers across the market capitalization spectrum for the global equity market. The goal is to ascertain the manager’s competitive advantages and ability to outperform going forward. Present recommended strategies to institutional clients and provide insights on the appropriateness of the recommendations with regard to return objectives and risk tolerances. In addition, as Director, manage a team of eight researchers and develop a standard research process implemented across three offices.
  • Sit Investment Associates, Inc.
    Equity Research Associate
    Sit Investment Associates, Inc. Jan 2002 - Apr 2008
    Greater Minneapolis-St. Paul Area
    Evaluated characteristics of equity portfolio holdings to improve investment performance. Performed fundamental research on potential and current portfolio holdings in consumer-related sectors. Presented various quantitative analysis results at weekly common stock committee meetings to portfolio managers and analysts.
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  • Sit Investment Associates, Inc.
    Portfolio Accountant
    Sit Investment Associates, Inc. Jun 1999 - Jan 2002
    Greater Minneapolis-St. Paul Area
    Reconciled cash and assets of portfolios with custodians on a daily and monthly basis to ensure accuracy for clients. Collaborated with custodians and brokers to settle trades within a Trade +3-day time frame. Calculated and reported performance for portfolios, benchmarks and composites.
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Lori Wallace Skills

Equities Microsoft Excel Equity Research Investments Factset Investment Strategies Visual Basic Bloomberg Quantitative Research Qualitative Research Financial Analysis

Lori Wallace Education Details

Frequently Asked Questions about Lori Wallace

What company does Lori Wallace work for?

Lori Wallace works for Cresset

What is Lori Wallace's role at the current company?

Lori Wallace's current role is Managing Director, Investments at Cresset.

What is Lori Wallace's email address?

Lori Wallace's email address is lw****@****orp.com

What is Lori Wallace's direct phone number?

Lori Wallace's direct phone number is +131234*****

What schools did Lori Wallace attend?

Lori Wallace attended University Of Minnesota - Carlson School Of Management, Cornell College.

What skills is Lori Wallace known for?

Lori Wallace has skills like Equities, Microsoft Excel, Equity Research, Investments, Factset, Investment Strategies, Visual Basic, Bloomberg, Quantitative Research, Qualitative Research, Financial Analysis.

Who are Lori Wallace's colleagues?

Lori Wallace's colleagues are Anne Novak, Michael Mohr, Cfa, Spencer Gribble, Mallory Lazer, Lance Hruby, Kevin Mcguire, Shanting Chen.

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