Perfil
Prior to joining Bay Hills Capital, Lori was a Managing Director at Invesco, Inc. where she was responsible for sales and service territories covering defined benefit and defined contribution plans, endowments, foundations, and consultants.
Previously, Lori was a Trust Analyst with Southern Company Services, Inc. and held corporate banking roles with Barclays Bank PLC and Bank of America.
Lori received a Bachelor of Business Administration degree in Finance from the University of Georgia.
She is also a Chartered Financial Analyst.
Antiguos cargos conocidos de Lori Lefkowitz.
| Empresas | Cargo | Fin |
|---|---|---|
Bay Hills Capital Management LLC
Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital invests invest in small and middle market companies located in the United States. The firm focuses on healthcare services, information technology services, niche manufacturing, energy services, aerospace & defense, industrial & transportation sectors. It provides financing for buyouts transactions and makes direct & secondary fund investments. It also makes co-investments. | Inversor de Capital Privado | 31/12/2023 |
| INVESCO LTD. | Inversor de Capital Privado | 31/12/2013 |
Formación de Lori Lefkowitz.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Invesco Ltd.
Invesco Ltd. Investment ManagersFinance Provides investment management services | Finance |
University of Georgia
University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bay Hills Capital Management LLC
Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital invests invest in small and middle market companies located in the United States. The firm focuses on healthcare services, information technology services, niche manufacturing, energy services, aerospace & defense, industrial & transportation sectors. It provides financing for buyouts transactions and makes direct & secondary fund investments. It also makes co-investments. | Finance |
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