Lori Choi, Wealth Manager

Lori Choi is a Wealth Manager and a CFA Level III candidate in the Veris New York office. 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. Lori is a member of the firm’s Investment Working Group and Marketing Committee.

Prior to joining Veris, Lori 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.

Lori graduated from the Wharton School, University of Pennsylvania with a B.S. in Economics. She is currently a Sunday School teacher at Grace Redeemer Church, and has served as a volunteer teacher at the YWCA, educating children about financial literacy though the “Common Cents” program. Lori lives with her husband in Jersey City, NJ.