Lori Wallace, MBA

Managing Director, Investments

When it comes to investments, Lori Wallace is a wealth of Knowledge and a thorough source of valuable insight. Lori joined Cresset in April of 2021 as Vice-President of Investments. Lori works closely with the advisory team to implement Cresset’s investment philosophy and helps make strategic investment decisions that shape client portfolios for the long term.

Lori’s 20+ year path to Cresset included practices from the modest to the world’s largest investment consulting firm, Mercer, where Lori served as a Principal. As head of the Non-Us equity manager research team within North America, she conducted research on investment managers across the geographic and equity market capitalization spectrum. Lori also served on Mercer’s multi-national Lead Research Committee for Global and International Equities and the firm’s strategic research team for Endowments & Foundations.

Prior to Mercer, Lori worked as an Equity Research Associate at Sit Investment Associates.

Lori earned her bachelor’s degree from Cornell College and her MBA from the University of Minnesota.

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