Lori B. Flexer, CFA

Lori Flexer, CFA, is a portfolio manager and a member of the equity team managing consumer staples. Flexer earned her B.A. in business administration from the University of Puget Sound and continued her education at Richmond College in London where she studied international business and art history.

She joined the firm in 1999 after a 14-year career with Standard Insurance Company, where she managed their securities department and served as an officer of the company.

Flexer is a member of the Chartered Financial Analysts Society of Portland. She is a board member of the Oregon Health & Science University Foundation and the Children’s Institute. She is past chair and a founder of the Circle of Giving for the Center for Women’s Health at Oregon Health & Science University and is a member of the executive committee. Flexer is also past chair and board member of Friends of the Children and a member of the President’s Council for the College of Urban & Public Affairs at Portland State University.

From 2003 to 2004, Flexer was board chair of the American Red Cross Oregon Trail Chapter and was a board member for seven years.

Click here to email Lori.