Profile
Prior to joining Bay Hills Capital, Lori was a Managing Director at Invesco, Inc. where she was responsible for sales and service territories covering defined benefit and defined contribution plans, endowments, foundations, and consultants.
Previously, Lori was a Trust Analyst with Southern Company Services, Inc. and held corporate banking roles with Barclays Bank PLC and Bank of America.
Lori received a Bachelor of Business Administration degree in Finance from the University of Georgia.
She is also a Chartered Financial Analyst.
Former positions of Lori Lefkowitz
| Companies | Position | End |
|---|---|---|
Bay Hills Capital Management LLC
Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital invests invest in small and middle market companies located in the United States. The firm focuses on healthcare services, information technology services, niche manufacturing, energy services, aerospace & defense, industrial & transportation sectors. It provides financing for buyouts transactions and makes direct & secondary fund investments. It also makes co-investments. | Private Equity Investor | 30/12/2023 |
| INVESCO LTD. | Private Equity Investor | 30/12/2013 |
Training of Lori Lefkowitz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Invesco Ltd.
Invesco Ltd. Investment ManagersFinance Provides investment management services | Finance |
University of Georgia
University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bay Hills Capital Management LLC
Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital invests invest in small and middle market companies located in the United States. The firm focuses on healthcare services, information technology services, niche manufacturing, energy services, aerospace & defense, industrial & transportation sectors. It provides financing for buyouts transactions and makes direct & secondary fund investments. It also makes co-investments. | Finance |
- Stock Market
- Insiders
- Lori Lefkowitz
















