Lori Zager
Wealth Management + Advice
- Role
- Co-founder at 2x Wealth Group, An Ingalls & Snyder Llc Team
- Location
- San Rafael, CA, US
- LinkedIn followers
- 500 followers
About Lori Zager
Wall Street veteran investment advisor and wealth manager who specializes in helping…
Experience
Co-founder
2x Wealth Group, An Ingalls & Snyder Llc Team
Jul 2017 — Present
2X Wealth Group provides investment management and advice for women. I founded the Team with fellow Wall Street veteran Lisa James.We combine years of experience getting results for institutional investors with a deeply personal mission to help other women make the most of their money whether they are married, single, widowed, divorced, gay, straight, Millennial, Gen-Xer, Boomer …Women’s wealth needs are different from men\'s and they have too often been left out of the conversation. We don’t do cookie cutter solutions. Our approach is highly personal, tailored to the individual and fee-based. We pay attention to both risks and returns to help ensure that money is invested wisely and appropriately for our clients and their families.Our specialties include—recalibrating after divorce or loss of a partner—making the most of sudden wealth (e.g. inheritance, severance package or bonus)—guiding women and couples to do better with their money
Education
Brown University
A.B.
Skills
- Sales Management
- Finance
- Financial Modeling
- Valuation
- Integrated Marketing
- Asset Management
- Sales
- Strategy
- Capital Markets
- Management
- Training
- Mentoring
- Start-Ups
- Equity Trading
- Investments
- Financial Analysis
- Equities
- Investment Banking
- Database Design
- Marketing
- Account Sales Strategies
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