May 12, 2021
E4: LVW Advisors. Building a Best-in-State Wealth Advisory* Firm ft. Lori Van Dusen
Play • 39 min

How does a classically trained opera singer break into the Barron’s Advisor Hall of Fame? Founder and CEO Lori Van Dusen talks to CXO about building LVW Advisors, orchestrating a portfolio that cuts through the noise, and the one corporate policy she got J.P. Morgan CEO Jamie Dimon to change for good. 

Hear Loris' views on: 

  • Her inspirational journey from conservatory, to Harvard, to Lehman, and ultimately, the top of the financial advisor community
  • How she believes the musically-inclined have a unique perspective on timing, establishing patterns, and understanding how different elements of a portfolio behave in concert
  • Overcoming the seemingly impossible in founding her private practice – one month before the 2008 Global Financial Crisis

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