Lori Wallace, MBA

Vice President, Investments

Copy of Lori Wallace Low Res

Lori Wallace joined Meristem in April of 2021. As Vice President of Investments, Lori works closely with the advisory team to implement Meristem’s investment philosophy and strategy for client families. As a member of the Meristem Asset Allocation Committee, Lori helps make strategic investment decisions that will shape client portfolios for the long term. In addition, she helps source and analyze managers best prepared to implement Meristem’s investment strategy on behalf of our clients.

Lori brings over two decades of investment experience to Meristem, including more than a dozen years conducting investment manager due diligence on behalf of institutional clients. Before joining Meristem, Lori was a Principal with Mercer, the world’s largest investment consulting firm in terms of assets under advisement. As head of the Non-US equity manager research team within North America, she conducted research on investment managers across the geographic and equity market capitalization spectrum. Lori also served on Mercer’s multi-national Lead Research Committee for Global and International Equities and the firm’s strategic research team for Endowments & Foundations. Prior to Mercer, Lori was the Director of Global Equity Research at Pavilion Advisory Group, which Mercer acquired in 2018. At Pavilion, she worked closely with institutional clients of all sizes to construct global equity portfolios that met their risk and return needs. She joined Pavilion’s predecessor firm, Jeffrey Slocum & Associates as a Senior Research Associate in 2008.

Lori earned a Bachelor of Arts degree at Cornell College and received her MBA from the University of Minnesota, Carlson School of Management. Lori and her husband, Joel, live in Maple Plain with their two children, Kaitlyn and Teddy.

 

EDUCATION

The University of Minnesota, Carlson School of Management
MBA

Cornell College
BA

WORK EXPERIENCE

Meristem
Vice President, Investments  – present

Mercer Investments
Principal, 2018 -2021

Pavilion Advisory Group
Director – Equity Research, 2016 – 2018

Jeffrey Slocum & Associates
Senior Research Associate, 2008 – 2016

Sit Investment Associates
Equity Research Associate, 2002 -2008
Portfolio Accountant, 1999 – 2002

 

INTERESTS/HOBBIES

Traveling, hiking, and trying to golf