Lori Kaufman Email & Phone Number
Chief Executive Officer @ Kaufman Kampe Advisors LLC
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Lori Kaufman Location
- Bellevue, WA, US
Lori Kaufman Work
- 2007 -now Chief Executive Officer @
- 2003 -2007 Chief Investment Officer @ Laird Norton Tyee
- 2000 -2002 Chief Investment Officer @ Northwestern Mutual Trust Company
- 1997 -1999 Director, Alternative Investments @
- 1990 -1997 Director, Fund Development and Senior Portfolio Manager @
- 1986 -1990 Vice President and Senior Research Analyst @
Lori Kaufman Education
- University of Pennsylvania
Master Of Business Administration (Finance)
1975-1977 - University of Michigan
Bachelor Of Arts (Asian Studies)
1970-1973
Lori Kaufman Skills
- Investment Management
- Retirement Planning
- Financial Goals
- Investment Policy Statements
- Asset Allocation
- Portfolio Management
- Estate Planning
- Risk Management
- Insurance
- Portfolio Optimization
- Financial Planners
- Analysis
- Investments
- Asset Managment
- Strategic Financial Planning
- Import Direct
- Direct Import
- Directe Import
- Sales And Promotion Of Independent Champagne Producers
- Verkoop En Promotie Van Champagne Van Onafhankelijke Wijnboeren
Lori Kaufman Summary
- Lori Kaufman, based in Bellevue, WA, US, is currently a Chief Executive Officer at Kaufman Kampe Advisors LLC. Lori Kaufman brings experience from previous roles at Laird Norton Tyee, Northwestern Mutual Trust Company and Russell Investments. Lori Kaufman holds a 1975 - 1977 Master Of Business Administration in Finance @ University of Pennsylvania. With a robust skill set that includes Investment Management, Retirement Planning, Financial Goals, Investment Policy Statements, Asset Allocation and more. Lori Kaufman has 2 mobile phone numbers on RocketReach.
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