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Lorie Shah brings her expertise with institutional and retail investing to Virtue Asset Management as Director of Client Relationships.  She has over ten years of experience in financial markets.  Lorie combines her exceptional communication skills with her extensive financial expertise to provide personalized and comprehensive financial solutions to clients.

Lorie Shah obtained her Bachelor’s degree in Economics and Math from New York University.  Upon graduation, Lorie ventured into the world of credit default swaps (CDS) at Chubb Financial Solutions. Relocating to Chicago, Lorie joined Bank of America middle office where she played a pivotal role supporting the daily trading activities for the Swaps trading desk. 

Seeking new challenges and opportunities, Lorie then joined Columbia Management as an Assistant Portfolio Manager for municipal bond portfolios. In this role, she demonstrated her expertise in managing and analyzing municipal bond investments, contributing to the overall success of high net-worth families.

Lorie decided to prioritize her family and become a dedicated stay-at-home mom.  She wholeheartedly embraced this role, devoting herself to nurturing and raising her children.

Now, she prepares to embark on the next chapter of her professional journey.  She joins Virtue Asset Management as the Director of Client Relationships, where she plays a pivotal role in building and maintaining strong connections with clients.  Furthermore, Lorie is actively working towards obtaining her Certified Financial Planner (CFP) certification.  This demonstrates her commitment to expanding her knowledge and expertise in financial planning, investment management, and client-centric services.  

Lorie’s experiences as a stay-at-home mom instilled in her a deep appreciation for the value of work-life balance, time management, and effective communication.  She resides in Oak Park, Illinois with her husband and two children.

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