Profile
Ms. Lori K.
Choi, CFA, is Partner at Veris Wealth Partners LLC.
She is also a Senior Wealth Manager.
She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial goals.
She also helps to conduct customized due diligence research on asset managers and community development financial institutions for clients.
She is a member of the firm’s Investment Working Group and Marketing Committee.
She serves on the board at Resource Generation, and recently co-founded Women Investing for a Sustainable Economy (WISE), a professional networking group.
Prior to joining Veris, Ms. Choi was Vice President of Account Management at Markit, a global financial information services company, and Assistant Vice President and Portfolio Manager at Bank of Hawaii Private Client Services, where she constructed portfolios, performed equity research, and directly managed over $170 million in client assets.
She graduated from the Wharton School, University of Pennsylvania with a B.S.
in Economics.
Lori Choi active positions
Companies | Position | Start |
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Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Analyst-Equity | - |
Training of Lori Choi
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Finance |
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