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David Lohre, AIF

Vice President, Wealth Advisor at HORAN

David Lohre, AIF has had extensive work experience in the finance and wealth management industry. David began their career in 1993 at Fidelity Investments as a Senior Retirement Plan Specialist, where they worked until 1997. During this time, they also held the roles of Director and Client Relationship Manager from 1997 to 2008. In 2009, David joined HORAN Wealth as a Vice President and Wealth Advisor, a position they still hold. These roles have equipped him with a deep understanding of retirement planning and expertise in client relationship management, making him a valuable asset in the field of wealth advising.

David Lohre, AIF attended Beechwood High School, although the specific time period is not provided. After completing high school, they attended the University of Kentucky from 1987 to 1991 where they earned a Bachelor of Business Administration (BBA) degree. David'sfield of study during their time at the university was Finance, with a concentration in Mathematics.

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Timeline

  • Vice President, Wealth Advisor

    January, 2009 - present