Interim Chief Investment Officer
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Lauren’s duties include serving as the interim Chief Investment Officer (CIO) for Kimery Wealth Management. As interim CIO, her responsibilities are primarily focused on enhancing the firm’s investment due diligence efforts including portfolio construction, investment selection, and risk management. Additionally, she sits on the firm’s compliance committee and is focused on the on-going operational excellence of the firm.
Prior to joining Kimery Wealth Management, Lauren spent two and a half years as Director of Investments with a privately-owned RIA in Memphis.
She began her career as a Project Manager within Morgan Keegan’s Wealth Management Services department and advanced to a Senior Research Analyst role before becoming a Portfolio Manager for the Private Client Group’s $1.5 billion discretionary platform and a member of the firm’s Investment Committee. In addition to her experience in wealth management, Lauren has held roles as a Research Analyst with DiMeo Schneider & Associates, an institutional investment consulting firm based in Chicago, and as a Relationship Manager and Portfolio Specialist with Dimensional Fund Advisors in Austin, Texas. Lauren also maintains a private consulting business where she performs due diligence on boutique money managers and provides quantitative analysis to 3rd party research firms.
Lauren received her B.S. in Finance with a concentration in Mathematics from Lehigh University and MBA in Finance and Accounting from The University of Chicago Booth School of Business. She is a CFA charter holder and member of the CFA Society of Memphis.