Lori Dietzler
Profile
Ms. Lori Dietzler is a Principal at Capital Counsel LLC.
Prior to joining Capital Counsel in 2012, she worked for Advent Software.
Ms. Dietzler earned a BA in Classics from Lenoir-Rhyne University.
Former positions of Lori Dietzler
| Companies | Position | End |
|---|---|---|
| ADVENT SOFTWARE, INC. | Corporate Officer/Principal | 2011-12-30 |
Capital Counsel LLC
 Capital Counsel LLC Investment ManagersFinance Capital Counsel LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1999 by F. Randall Smith, Terence S. Greene, James I. Magid and Lauren Blum. Capital Counsel manages client accounts on a discretionary basis for high-net-worth individuals and their families, foundations, and endowments. | Corporate Officer/Principal | - |
Training of Lori Dietzler
| Lenoir-Rhyne University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Capital Counsel LLC
Capital Counsel LLC Investment ManagersFinance Capital Counsel LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1999 by F. Randall Smith, Terence S. Greene, James I. Magid and Lauren Blum. Capital Counsel manages client accounts on a discretionary basis for high-net-worth individuals and their families, foundations, and endowments. | Finance |
Advent Software, Inc.
 Advent Software, Inc. Information Technology ServicesTechnology Services Advent Software, Inc. offers software and services that automate work flows and data across investment management organizations. It develops, markets, and sells software products, Software-as-a-Service, hosting services, and data interfaces. The company was founded by Stephanie G. DiMarco in 1983 and is headquartered in San Francisco, CA. | Technology Services |
- Stock Market
- Insiders
- Lori Dietzler