Lori S. Neel – Director of Client Service Operations

Lori Neel is the Director of Client Service Operations at Ulrich Investment Consultants. Lori facilitates day-to-day client servicing functions, including trade coordination, investment reporting, client onboarding, and financial accounting functions. She also serves as a liaison between clients and partner financial institutions. Upon joining Ulrich in 2015, Lori brought over 28 years of Financial Services Operations leadership with her, accumulated through a variety of positions in the industry. She began her career with New Mexico Capital Management Inc., a subsidiary of John Hancock Advisers where she was a Portfolio Services Division Manager for 18 years. She went on to serve as Vice President, Head of Operations for Morgan Keegan Investment Management Consulting Group, a large regional brokerage firm with 140 offices in 14 states. Lori then held positions as the Director of Operations for UAS Inc. until 2004; Piedra Capital, Ltd. through 2008, and most recently, at Womack Wealth Management where she also became Vice President. In these positions, she oversaw relationship management, account administration, and portfolio trading. Lori attended the University of New Mexico where she earned a B.A. degree in Political Science. Outside of work, Lori enjoys vacationing in Cabo San Lucas and spending time with close friends and family. She is the proud mom of her two children: Morgan, who resides in Albuquerque, and Ryan, who lives in Philadelphia.