About 2x Wealth Group
Why Women?OUr SpecialtiesMeet LoriMeet LISA
Phone (212) 269-7757
email: lori@2xwealth.ingalls.net

Lori Zager

My Background
Finance has been an unlikely and lifelong interest of mine. I grew up in the South watching Louis Rukeyser on Friday nights with my father. He paid for my East Coast education by investing in the stock market. I majored in Economics, which suited my early love of math and financial markets.

My aptitude for finance led me to work for major Wall Street firms. I opened the San Francisco offices and led local operations for DLJ, UBS and Bank of Montreal.

After dealing with portfolio managers who were overwhelmed with information and short on time, I learned how to break down complicated investment concepts into simple ideas. Clients often tell me that my enthusiasm for the market is so infectious, that even those who hate math can get excited about stocks.

After 30 years of success in the rough and tumble institutional investing world, I’ve come to appreciate just how underserved individual investors are. Improving the financial literacy of women and their families is my passion.

I have always admired the way my physician husband helped his patients. He inspired me to do the same thing in financial matters, by sharing my hard-earned wisdom and expertise with those who have little financial background, but want their money to work for them.

Education
BA | Brown University, Economics

Certifications
FINRA Series 66, 7 and 63
FINRA Supervisory licenses 9 and 10.
California Accident, Health, Life and Variable Contracts Insurance License

Key Investment Experience
Ingalls & Snyder | Wealth Manager
Putney Financial Group | Private Wealth Manager
The Blueshirt Group | Account Manager
Thompson Research Group | Managing Director, Institutional Equity Sales
BMO Capital Markets (and predecessor firms) | Managing Director, Institutional Equity Sales
UBS Securities, LLC (UBS) | Vice President, Institutional Equity Sales
Donaldson, Lufkin and Jenrette (DLJ) | Vice President, Institutional Equity Sales
Dean Witter Reynolds Inc. | Account Executive and Retirement Plan Coordinator
Check the background of these investment professionals on FINRA's BrokerCheck