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 the 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.
Insights
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
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June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
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June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowHow do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowIncentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWhat is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now