Lori Bosi

Lori Bosi, MBA is an experienced professional who has held various roles in investment compliance at reputable firms like MFS Investment Management, Western Asset Management, and Wellington Management. With a background in accounting and an MBA from Northeastern University, Lori has successfully led teams in implementing compliance systems and managing client accounts while ensuring adherence to guidelines. Lori's expertise in technology and their commitment to diversity and inclusion set their apart in their field.