Lori Wallace Email & Phone Number

Managing Director, Investments @ Cresset

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Lori Wallace Location

Minneapolis, MN, US

Lori Wallace Work

2021 - now Managing Director, Investments @ Cresset
2018 - 2021 Principal, Manager Research @ Mercer
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2008 - 2018 Research Director, Global Equities @ Pavilion, A Mercer practice

2002 - 2008 Equity Research Associate @ Sit Investment Associates, Inc.
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1999 - 2002 Portfolio Accountant @ Sit Investment Associates, Inc.
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Lori Wallace Education

University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.) (Finance)
2005 - 2008
Cornell College
Bachelor of Arts (B.A.) (Mathematics, Business & Economics)
1995 - 1999

Lori Wallace Skills

FactSet
Microsoft Excel
Visual Basic

Bloomberg
Quantitative Research
Qualitative Research
Investment Strategies
Equities
Equity Research
Investments

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Lori Wallace Summary

Lori Wallace, based in Minneapolis, MN, US, is currently a Managing Director, Investments at Cresset. Lori Wallace brings experience from previous roles at Mercer, Pavilion, A Mercer practice and Sit Investment Associates, Inc.. Lori Wallace holds a 2005 - 2008 Master of Business Administration (M.B.A.) in Finance @ University of Minnesota - Carlson School of Management. With a robust skill set that includes FactSet, Microsoft Excel, Visual Basic, Bloomberg, Quantitative Research and more. Lori Wallace has 1 emails and 1 mobile phone numbers on RocketReach.

Lori Wallace Emails

Found 1 emails

@cressetcapital.com

Lori Wallace Phone Numbers

Found 4 phone numbers

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Others Named Lori Wallace

Lori Wallace

Managing Director, Investments at Cresset

Minneapolis, MN, US
1
- cressetcapital.com
4
- +1 312-346-XXXX
- +1 763-717-XXXX
- +1 612-251-XXXX
- +1 970-565-XXXX
Lori Wallace

Senior Manager, Business Integration at Allied Air

Elgin, SC, US
2
- yahoo.com
- alliedair.com
4
- +1 803-695-XXXX
- +1 803-776-XXXX
- +1 251-623-XXXX
- +1 803-497-XXXX
Lori Wallace

Vice President Operations at The Taligent Group Inc.

Toronto, ON, CA
2
- taligentgroup.com
- gmail.com
1
- +1 905-889-XXXX
Lori Wallace

Accounts Receivable Manager at Poolsure

Houston, TX, US
3
- gmail.com
- poolsure.com
- bellsouth.net
5+
- +1 615-614-XXXX
- +1 571-484-XXXX
- +1 512-362-XXXX
- +1 915-765-XXXX
- +1 765-675-XXXX
- +1 765-438-XXXX
Lori Wallace

Division Director at CareLink Community Support Services

Pottstown, PA, US
2
- carelinkservices.org
- gmail.com
2
- +1 610-564-XXXX
- +1 484-941-XXXX
Lori Wallace

Accounts Payable Specialist at White Oaks Conference Resort & Spa

Niagara Falls, ON, CA
1
- whiteoaksresort.com
Lori Wallace

Founder, Relational Systems Consultant at SocialBiome

San Diego, CA, US
2
- icloud.com
- irvingtongroup.com
2
- +1 510-292-XXXX
- +1 510-527-XXXX
Lori Wallace

Supply Chain Consultant at Self Employed

Detroit, MI, US
2
- +1 586-948-XXXX
- +1 248-431-XXXX

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Top Cresset Employees

Charles Maxwell

Co-Founder and Co-Chairman at Cresset

Saint Paul, MN, US
1
- cressetcapital.com
5+
- +1 952-949-XXXX
- +1 952-835-XXXX
- +1 612-867-XXXX
- +1 952-935-XXXX
- +1 952-835-XXXX
- +1 952-949-XXXX
Oliver Rose

Managing Director, Head of Strategy, Family Office Services at Cresset

Chicago, IL, US
2
- gmail.com
- cressetcapital.com
4
- +1 312-429-XXXX
- +1 847-977-XXXX
- +1 847-977-XXXX
- +1 919-962-XXXX
Tom Christman

Managing Director, Talent Acquisition at Cresset

Chicago, IL, US
2
- gmail.com
- cressetcapital.com
2
- +1 312-429-XXXX
- +1 773-218-XXXX
Matthew Teich

Managing Director and Wealth Advisor at Cresset

Chicago, IL, US
2
- gmail.com
- cressetcapital.com
5+
- +1 415-407-XXXX
- +1 847-749-XXXX
- +1 773-754-XXXX
- +1 919-960-XXXX
- +1 312-731-XXXX
- +1 919-389-XXXX
Will Hoesley

Managing Director, M and A at Cresset

Chicago, IL, US
2
- gmail.com
- cressetcapital.com
2
- +1 312-429-XXXX
- +1 612-723-XXXX
Dave Jackson

Managing Director at Cresset

Chicago, IL, US
3
- cressetcapital.com
- depaul.edu
- gmail.com
5+
- +1 847-783-XXXX
- +1 847-359-XXXX
- +1 224-688-XXXX
- +1 847-359-XXXX
- +1 847-899-XXXX
- +1 847-397-XXXX
Matthew Gaines

Managing Director, Head of CFO Services at Cresset

Chicago, IL, US
2
- gmail.com
- cressetcapital.com
3
- +1 847-433-XXXX
- +1 312-429-XXXX
- +1 847-828-XXXX
Jon Baldwin

Chief Information Security Officer at Cresset

Denver, CO, US
4
- yahoo.com
- cox.net
- gmail.com
- cressetcapital.com
5+
- +1 402-504-XXXX
- +1 402-861-XXXX
- +1 402-306-XXXX
- +1 402-306-XXXX
- +1 720-361-XXXX
- +1 719-439-XXXX

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