Lori Van Dusen, CEO & CIO of LVW Advisors
It is extremely uplifting to see this list of talented female advisors and it makes me very excited for what is to come.
NEW YORK, NY (PRWEB) June 29, 2015
Focus Financial Partners, LLC (‘Focus’), the leading international partnership of independent, fiduciary wealth management firms, today congratulates Lori Van Dusen of Pittsford, NY-based partner firm, LVW Advisors, for ranking sixth on Barron’s Top 100 Women Financial Advisors ranking for 2015. This is the second consecutive year that Barron’s, a leading financial industry magazine, has ranked Ms. Van Dusen among the nation’s top ten women financial advisors. Ms. Van Dusen has also appeared in the publication’s Top 100 Financial Advisors ranking ten times.
The Barron’s rankings reflect data provided by the nation’s top advisors and incorporate assets under management, revenue, quality of practice, regulatory record, and philanthropic work.
“This recognition speaks volumes to the impact women can have on this industry,” said Rajini Kodialam, Co-founder and Managing Director of Focus. “Lori embodies the qualities and unique skill set that female advisors bring to the world of wealth management.”
“This recognition is the result of the consistent and exceptional work that the LVW Advisors team does to support our clients’ investment needs,” said Van Dusen. “It is extremely uplifting to see this list of talented female advisors and it makes me very excited for what is to come.”
Ms. Van Dusen started her career at Shearson Lehman Brothers in 1986, and took the position of Managing Director of Citigroup/Smith Barney Institutional Consulting in 2004. In 2011, she elected to break away from the wirehouse environment to establish LVW Advisors, a registered investment advisory firm, in order to provide the best possible services to her clients. Headed by a team of experienced financial advisors, LVW Advisors specializes in delivering customized investment management solutions and comprehensive wealth management plans for families, institutions, and high net-worth individuals. In the last 12 months, LVW was recognized in Barron’s list of America’s Top 1,200 Financial Advisors, as well as in the first annual FT 300 Top Registered Investment Advisers ranking by the Financial Times.
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About Focus Financial Partners, LLC
Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With well over $325 million in annual run rate revenues, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. Focus was included three times on Inc. magazine’s Top 500/5000 ranking of the nation’s fastest-growing private companies in 2010, 2011 and 2014. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. For more information about Focus Financial Partners, please visit http://www.focusfinancialpartners.com