Lori Stanger

Lori Stanger is currently an Associate Wealth Advisor at The Colony Group. Prior to this, they worked as a Client Service Associate at Ballentine Partners, LLC from April 2018 to December 2018. In this role, they provided proactive and comprehensive client management support, organized and assembled client ready materials, managed contracts and private investment documentation, and maintained CRM records. Lori also worked as an Executive Assistant at Morningside Technology Advisory LLC (R.P. McCarthy, P.C.) from January 2016 to December 2017. In this role, they supported the President in all administrative aspects of the business including managing their schedule, handling customer inquiries, and coordinating company events. Prior to that, Lori was a Senior Relationship Manager in the Strategic Alliances Group at Interactive Data from January 2014 to December 2015. In this role, they managed key relationships with technology providers and developed new business opportunities. Lori began their career as a Senior Sales Director in the Client Development group at S&P Capital IQ (formerly Standard & Poor's) in January 1996. Lori was responsible for developing and managing relationships with new and existing clients. Throughout their career, Lori has demonstrated their ability to provide excellent customer service, develop strong relationships, and coordinate complex projects.

Lori Stanger graduated with their MBA in finance from the Questrom School of Business at Boston University. Prior to that, they completed their BA in management and psychology with a minor concentration in economics from Clark University. Lori also holds certifications from the FISD in financial information associate and from FINRA in series 65.

They work with Brittany Garber - Client Service Manager, Debby Dunham - Manager, Integrations, and Michael Eglow - Client Service Manager. Lori Stanger reports to Stephen R. Stelljes, Senior Wealth Advisor & President of Client Services.