Lori Zager
About
Lori Zager is from San Rafael, California, United States. Lori is currently Co-Founder at 2X Wealth Group, an Ingalls & Snyder LLC Team, located in New York, New York, United States. In Lori's previous role as a Private Wealth Manager at The Putney Financial Group, Lori worked in until Jul 2017. Prior to joining The Putney Financial Group, Lori was a Account Manager at The Blueshirt Group and held the position of Account Manager.
Lori Zager can be found on Finalscout.com, where members can access Lori Zager's email for free. Finalscout is a professional database with more than 500 million business professional profiles and 200 million company profiles.
Lori Zager's current jobs
2X Wealth Group provides investment management and advice for women. I founded the Team with fellow Wall Street veteran Lisa James. We combine years of experience getting results for institutional investors with a deeply personal mission to help other women make the most of their money whether they are married, single, widowed, divorced, gay, straight, Millennial, Gen-Xer, Boomer … Women’s wealth needs are different from men's and they have too often been left out of the conversation. We don’t do cookie cutter solutions. Our approach is highly personal, tailored to the individual and fee-based. We pay attention to both risks and returns to help ensure that money is invested wisely and appropriately for our clients and their families. Our specialties include: —recalibrating after divorce or loss of a partner —making the most of sudden wealth (e.g. inheritance, severance package or bonus) —guiding women and couples to do better with their money