Lori George is a Manager in the firm’s Family Office Services and Business Support Services practices and has been with Untracht Early since 1999. Lori’s areas of expertise include vendor management review, balance sheet review, and the research, evaluation, and management of insurance policies. Her high level of client interaction allows Lori to provide concierge-style financial management and reporting services to the firm’s clients. Prior to joining Untracht Early, Lori worked at a brokerage firm where she was a licensed broker assistant.
Lori received her Bachelor’s Degree from the University of Delaware.