Profile
Prior to joining Bay Hills Capital, Lori was a Managing Director at Invesco, Inc. where she was responsible for sales and service territories covering defined benefit and defined contribution plans, endowments, foundations, and consultants.
Previously, Lori was a Trust Analyst with Southern Company Services, Inc. and held corporate banking roles with Barclays Bank PLC and Bank of America.
Lori received a Bachelor of Business Administration degree in Finance from the University of Georgia.
She is also a Chartered Financial Analyst.
Former positions of Lori Lefkowitz
| Companies | Position | End |
|---|---|---|
Bay Hills Capital Management LLC
 Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital Management LLC (Bay Hills Capital) is a private equity firm founded in 2006 by Lance Mansbridge. The firm is headquartered in San Francisco, California. | Private Equity Investor | 31/12/2023 |
| INVESCO PLC (CAN) | Private Equity Investor | 31/12/2013 |
Training of Lori Lefkowitz
| University of Georgia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| INVESCO PLC (CAN) | Finance |
| Private companies | 1 |
|---|---|
Bay Hills Capital Management LLC
Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital Management LLC (Bay Hills Capital) is a private equity firm founded in 2006 by Lance Mansbridge. The firm is headquartered in San Francisco, California. | Finance |
- Stock Market
- Insiders
- Lori Lefkowitz
