Meristem Family Wealth Welcomes Lori Wallace to Investment Team

Meristem News

After an extensive year-long search process, Meristem Family Wealth announced today that Lori Wallace has recently joined the firm as Vice President of Investments.

“Lori’s deep experience in leading an institutional due diligence team and process will further Meristem’s ability to leverage its resources to source and execute on the best opportunities for our client families in the years ahead,” said Charlie Maxwell, Chairman and CEO at Meristem Family Wealth. Wallace joins Meristem with more than two decades of investment experience.

For the past 13 years, Wallace has conducted investment manager due diligence on behalf of institutional clients, most recently as a Principal within the manager research group at Mercer Investments, based in Minneapolis. Previously she was the Director of Equity Research for Pavilion Advisory Group, acquired by Mercer in 2018. She began her money management career in 1999 with Sit Investment Associates.

“I’m excited to join the talented team at Meristem at this phase of my career. Meristem’s experienced team and core values align with my desire to leverage my institutional expertise of the past 22 years to add value for Meristem’s client families in the community and beyond,” said Wallace.

Wallace earned a Bachelor of Arts degree with majors in Mathematics, Business & Economics at Cornell College and received her MBA from the University of Minnesota, Carlson School of Management. Wallace will be located in Meristem’s Minnetonka Headquarters.

Share this post: