Lori Ann van Dusen

Chief Executive Officer at

LVW Advisors LLC

Finance

Consumer Services

Profile

Ms. Lori A. van Dusen is a Chief Executive Officer & Founder at LVW Advisors LLC.
She is known for the client-focused strategies she has advocated for over 25 years.
Ms. van Dusen began her career with a natural gravitation to the investment industry in 1987.
By 2004 she had achieved the title of Managing Director with Citigroup/Smith Barney Institutional Consulting — a group that she helped to create.
Later in a renegade move, she took the role of co-lead of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees, advising approximately $8 billion in assets for clients.
She was one of the founders of the Association of Professional Investment Consultants and Citigroup Institutional Consulting.
She received her undergraduate degree from Ithaca College and a M.Ed.
from Harvard University.
She holds the Certified Investment Management Analyst designation, administered by Investment Management Consultants Association.

Lori Ann van Dusen active positions

Companies	Position	Start
LVW Advisors LLC LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives.	Chief Executive Officer	01/10/2011

All active positions of Lori Ann van Dusen

Former positions of Lori Ann van Dusen

Companies	Position	End
Convergent Wealth Advisors LLC Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds.	Investment Committee Member	-
Citigroup Asset Management Citigroup Asset Management Investment ManagersFinance Provides investment advice	Consultant / Advisor	31/12/2007
Roberts Wesleyan College Roberts Wesleyan College Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-
Monroe Community College Monroe Community College Other Consumer ServicesConsumer Services Functions as a College/University	Chairman	-
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	9
Citigroup Asset Management Citigroup Asset Management Investment ManagersFinance Provides investment advice	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ithaca College Ithaca College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Roberts Wesleyan College Roberts Wesleyan College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Monroe Community College Monroe Community College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Convergent Wealth Advisors LLC Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds.	Finance
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Association for Professionals In Infection Control & Epid Association for Professionals In Infection Control & Epid Association for Professionals In Infection Control & Epid is based in Washington, DC. APIC provides a host of services and opportunities for Infection Preventionists. APIC has also compiled resources regarding COVID-19. Devin A. Jopp has been the CEO of the company since 2020.
LVW Advisors LLC LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives.	Finance