Lori Wallace, MBA
Managing Director, Investments
When it comes to investments, Lori Wallace is a wealth of knowledge and a thorough source of valuable insight. Lori joined Meristem in April of 2021 after an extensive year-long search process. As Managing Director, 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 shape client portfolios for the long term.
Lori’s 20+ year path to Meristem included practices from the modest to the world’s largest investment consulting firm, Mercer, where Lori served as a Principal. 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. Her range of accomplishments and responsibilities, coupled with her easy, likable personality have made Lori an amazing addition to the Meristem Family.
EDUCATION
The University of Minnesota, Carlson School of Management
MBA, Finance
Cornell College
BA, Mathematics and Business & Economics
WORK EXPERIENCE
Meristem
Vice-President, Investments – present
Mercer Investments
Principal, 2018 -2021
Pavilion Advisory Group (acquired by Mercer Investments)
Director – Equity Research, 2016 – 2018
Jeffrey Slocum & Associates (acquired by Pavilion Advisory Group)
Senior Research Associate, 2008 – 2016
Sit Investment Associates
Equity Research Associate, 2002 -2008
Portfolio Accountant, 1999 – 2002