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Sonny Kalsi
Lori Campana is a managing director at Monument Group having joined the firm in 2003. Previously
Lori was a senior vice president at Atlantic Trust Pell Rudman Company, a private investment
managem...vizualizați mai multeLori Campana is a managing director at Monument Group having joined the firm in 2003. Previously
Lori was a senior vice president at Atlantic Trust Pell Rudman Company, a private investment
management firm, where she was a senior portfolio manager for high-net-worth families and
institutional accounts. Prior to this, Lori was a vice president at Wellington Management Company,
LLP, an institutional investment management firm. Other former work includes a variety of portfolio
and client management positions in the real estate investment industry, most recently with AEW
Capital Management, Inc. Lori has an MA in Economics, an M.P.L. in Urban & Regional Planning from
the University of Southern California and a BS in Economics and Business Management from Boston
College. She holds the Chartered Financial Analyst (CFA) designation.vizualizați mai puține