Lorraine has over 30 years of experience in investment management. She combines deep technical expertise with a personal commitment to help her clients grow their wealth, achieve their goals, and build strategies that align with their personal values and philanthropic commitments.
Lorraine’s foundation in finance began at LaSalle University, where she earned her BA in Economics & Finance, followed by an MBA from Villanova University. She holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) designations, reflecting a career-long dedication to analytical excellence.
Lorraine began her career in private credit. She went on to roles as a portfolio manager and advisor for individuals, families, endowments, and foundations, at private banks, trust companies, and multi-family offices. She has long embraced creative thinking and innovative solutions, from work early in her career at a firm that pioneered mutual fund-based portfolio construction, to her work at Farther, where she blends extensive knowledge and analytical rigor with cutting-edge technology.
Tapping into her natural empathy, active-listening skills, and ability to simplify complexity – honed through her roles as a professor, investment writer, and nonprofit consultant – Lorraine is a trusted advisor and confidante to her clients.
Based in Philadelphia, her two grown sons and close-knit circle of friends turn to her for new recipes, help with creative projects, and just about any type of problem-solving. As they all know, Lorraine gets things done. Though she loves a good challenge, Lorraine recharges through yoga, gardening and long walks with her two energetic dogs.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
