Lori SpeckerLori SpeckerInvestment Associate
About Lori
Lori Specker is an Investment Associate at J.P. Morgan Wealth Management.
Lori has over 20 years of experience in finance and investments. She began her career as a registered sales assistant at Donaldson, Lufkin & Jenrette where she worked with institutional and retail investors. Lori then further honed her skills at her position with Capstar Partners, a specialty investment banking subsidiary of BNP Paribas, where she assisted in the origination and execution of domestic and cross border large ticket lease finance transactions involving commercial aircraft, manufacturing equipment and real estate.
As a member of Gilman Private Wealth, Lori is involved in all aspects of opening and servicing investment accounts, borrowing on her knowledge of multiple account structures and documentation requirements. She also assists with client funding requests, retirement account distributions and general account maintenance.
Lori is a graduate of Boston College with a B.A. in Economics, and of Columbia University Teachers College with an M.S. in Nutrition. She holds FINRA Series 7, 63 and 66 licenses.
Lori lives in Manhattan with her family and is a long-time volunteer and board member at her daughter's school. Additionally, Lori serves as the co-educational lead within Gilman Private Wealth.
Insights
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