Lori Cochran brings over 20 years of experience in the accounting, investment and financial services industry to her position as Waypoint's operations manager. Lori organizes and manages data for our clients to provide an accurate accounting of assets. She also focuses on process improvement to streamline and maximize the accuracies of trading and reporting.
Prior to joining Waypoint, Lori worked at Signature Financial Management, where she held the positions of director of trading operations and client service associate. She worked closely with clients and relationship managers, assisting them on a variety of detailed aspects in all matters of administration. She also worked in the tax department at Price Waterhouse.
Lori has had extensive professional training in all areas of trading, investment operations and tax administration.
In her free time, Lori enjoys spending time with her friends and family, preferably down at her family’s cottage on the Outer Banks. She is also an active member in her local community including Western Branch Philanthropy, a group dedicated to helping those in need.