Lori Wallace Email & Phone Number

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.

Greater Minneapolis-St. Paul Area

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.

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.

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.

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Arts (B.A.), Mathematics, Business & Economics