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Lorie L. Latham
Lorie L. Latham
Financial Services
Inlet Beach, Florida
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Expert Details
Lorie L. Latham, C.F.A., is a seasoned financial expert with extensive experience in investment consulting and portfolio management. She earned her Bachelor's degree in Dual Financial Services and Marketing from Wright State University in 1995. Lorie holds the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute.
Currently, Lorie is the Founder and President of L. Latham Consulting, LLC, where she has been providing freelance consulting services since February 2022. Prior to this, she served as the Senior DC Strategist and Vice President of Group at T. Rowe Price from July 2016 to January 2022. Her previous roles include Director and Defined Contribution Strategy Lead at Willis Towers Watson, Senior Portfolio Manager at Ibbotson Associates and J.P. Morgan, Senior Analyst at Nuveen, Analyst at Fifth Third Bank, and Research Associate at James Investment Research.
A previous Expert Challenge Study on Lorie L. Latham's revealed:
| Total Challenges | 1 |
|---|---|
| Direct Challenges | 1 |
| Indirect Challenges | 0 |
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