A Forbes’ “America’s Top Wealth Advisor”

Lori Van Dusen, CIMA®

author · speaker · ceo

Lori Van Dusen is the Founder and CEO of LVW Advisors, a leading investment advisory firm serving wealthy families, individuals, and nonprofits nationwide. With over 25 years of experience, she prioritizes client-focused strategies, providing unbiased, integrated solutions. Lori is actively involved in philanthropy, serving on multiple boards focused on education, health, and the arts. Her impressive career achievements include being ranked on Forbes’ and Barron’s prestigious lists, and being inducted into Barron’s Advisors Hall of Fame. A devoted Rochester community member, Lori engages in various community organizations and enjoys long-distance running, yoga, and hosting Italian meals for family and friends.