Lori Bivens
VP, Wealth Advisor | Business Owners & Entrepreneurs | Executives | M&A | Golf Fanatic
- Role
- Vice President - Wealth Advisor at Bernstein Private Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Lori Bivens
As a wealth advisor at Bernstein Private Wealth Management, I serve as a confidant to some of the world\'s most astute investors, helping them solve complex challenges - ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients to achieve a more meaningful future.Prior to joining Bernstein, I spent 15 years in the oil and gas industry with a robust background in strategic, operational, and corporate financial planning and analysis. I have played pivotal roles in forecasting liquidity, overseeing capital budgets in excess of $3.2B, and navigating complex financial analysis.I hold an MBA from Rice University\'s Jones Graduate School of Business, graduating in the top 10% of my class, and a BBA in Finance from Texas State University, where I graduated summa cum laude.Finally, I\'m an avid golfer, an even better 3-putter, and am beyond proud to volunteer annually as a Masters Tournament Gallery Guard.Let\'s connect!
Experience
Vice President - Wealth Advisor
Bernstein Private Wealth Management
Oct 2023 — Present · Houston, TX, US
Education
Rice Business
Master of Business Administration (M.B.A.)
2015 — 2017
Texas State University
Bachelor of Business Administration, Finance
2006 — 2009
Skills
- Financial Modeling
- Analysis
- Valuation
- Commodity Markets
- Due Diligence
- Corporate Finance
- Risk Management
- Commodity
- Sarbanes-Oxley Act
- Financial Reporting
- Mergers & Acquisitions
- Financial Analysis
- Finance
- Accounting
- Energy Industry
- Energy
- Natural Gas
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