Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships
Lorie Shah brings her expertise with institutional and retail investing to Virtue Asset Management as Director of Client Relationships. She has over ten years of experience in financial markets. Lorie combines her exceptional communication skills with her extensive financial expertise to provide personalized and comprehensive financial solutions to clients.
Lorie Shah obtained her Bachelor’s degree in Economics and Math from New York University. Upon graduation, Lorie ventured into the world of credit default swaps (CDS) at Chubb Financial Solutions. Relocating to Chicago, Lorie joined Bank of America middle office where she played a pivotal role supporting the daily trading activities for the Swaps trading desk.
Seeking new challenges and opportunities, Lorie then joined Columbia Management as an Assistant Portfolio Manager for municipal bond portfolios. In this role, she demonstrated her expertise in managing and analyzing municipal bond investments, contributing to the overall success of high net-worth families.
Lorie decided to prioritize her family and become a dedicated stay-at-home mom. She wholeheartedly embraced this role, devoting herself to nurturing and raising her children.
Now, she prepares to embark on the next chapter of her professional journey. She joins Virtue Asset Management as the Director of Client Relationships, where she plays a pivotal role in building and maintaining strong connections with clients. Furthermore, Lorie is actively working towards obtaining her Certified Financial Planner (CFP) certification. This demonstrates her commitment to expanding her knowledge and expertise in financial planning, investment management, and client-centric services.
Lorie’s experiences as a stay-at-home mom instilled in her a deep appreciation for the value of work-life balance, time management, and effective communication. She resides in Oak Park, Illinois with her husband and two children.
This letter is not intended to be relied upon as research or investment advice. The information presented is as of the date noted and may change as subsequent conditions vary. The information contained in this letter are derived from proprietary and nonproprietary sources deemed by Virtue Asset Management to be reliable. Additional information about Virtue Asset Management is available in its current disclosure documents, Form ADV and Form ADV Part 2A Brochure, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD#283438. Virtue Asset Management is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice.