Lori Lefkowitz, CFA

Lori Lefkowitz is the Director of Investor Relations for BHC and is responsible for communications with investors.

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.