Lori M. Eason

Analyst-Equity at Alder Financial Group, Inc.

Consumer Services

Finance

Profile

Ms. Lori M.
Eason is Executive Vice President at The Alder Financial Group, Inc. She joined Alder Financial in August of 2006.
She is primarily responsible for administration of the portfolio accounting system and development of financial plans.
In addition, she provides ongoing assistance in investment research, portfolio review, client communications and reporting, and quantitative support.
Ms. Eason's previous experience was working with a financial planning firm where she assisted in all facets of producing comprehensive financial plans.
Some of her experience included the gathering and entry of client data and acting as a liaison between advisors, clients, and third party investment providers.
In August of 2009, she earned the Certified Financial Planner (CFP) designation.
Ms. Eason graduated Magna Cum Laude from the University of Georgia in December of 2005.
She obtained an undergraduate degree in International Business with an emphasis in finance.

Lori M. Eason active positions

Companies	Position	Start
Alder Financial Group, Inc. Alder Financial Group, Inc. Investment ManagersFinance Alder Financial Group, Inc. (AFG) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Charles Webb and Bruce Gaylor in 1995. AFG provides investment and planning advice to a variety of individuals and businesses. These include families, individuals, small businesses and their owners, and trusts funds.	Analyst-Equity	2006-07-31

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University of Georgia

Undergraduate Degree

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Private companies	1
Alder Financial Group, Inc. Alder Financial Group, Inc. Investment ManagersFinance Alder Financial Group, Inc. (AFG) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Charles Webb and Bruce Gaylor in 1995. AFG provides investment and planning advice to a variety of individuals and businesses. These include families, individuals, small businesses and their owners, and trusts funds.	Finance