Lori Neveras

Lori Neveras serves as the VP of Operations for the firm.  Her professional experience in the financial industry includes corporate banking and lending, tax and accounting services, business office management, and broker dealer operations.  She also served in management and operations positions at 2 previous broker dealers.  Lori works closely with the CEO and FINOP to help oversee client services, special projects, and day to day operations of the firm.