Lori Van
As Founder/CEO and Co-CIO of LVW Advisors I am very privileged to have a great team of advisors and professionals who provide outstanding solutions for our clients, contributing to our national recognition in the institutional consulting and ultra high net worth wealth advisory space. LVW Advisors has been named one of the top independent wealth advisers in the nation by several prominent industry publications including Barron's and the Financial Times. In August 2014, LVW Advisors was ranked 29th in Barron's magazine's latest rankings of the 100 best independent wealth advisers in the nation. In June, the Financial Times (FT) ranked LVW Advisors as one of the top 300 independent investment advisory firms in North America. In 2010, I had the honor of being named Institutional Consultant of the Year by Institutional Investor. Additionally, LVW Advisors was ranked seventh in the June 2014 Barron's Top 100 Women Financial Advisers List. When I'm not working with our team providing solutions for our Institutional and ultra high net worth clients, I am passionate about numerous philanthropic causes and serve on several boards including: the University of Rochester Medical Center, Monroe Community College Foundation, Memorial Art Gallery, Thompson Health as well as many national advisory boards. I am a native of Rochester and a mother of two wonderful young men. I enjoy long distance running, music and regularly cooking big Italian meals for family and friends.