Lori Berne
Director of Client Relations
Lori serves as Director of Client Relations for our team, where she plays a key role in ensuring clients feel supported, informed, and well cared for. She partners closely with advisors to coordinate services, strengthen relationships, and provide a consistently high level of client service.
Lori lives in Yorktown Heights with her husband and is the proud mother of two grown daughters. Outside of work, she enjoys spending time outdoors, golfing, and biking.