Headshot of Lori O'Connor Director of Investments for NorthRock Partners

Lori O'Connor, CFA®, MBA

  • Senior Director, Portfolio Integration

Lori is a senior Investment leader at NorthRock that drives alignment, rigor, and scalability across investment operations and portfolio management, serving as a strategic advisor to the Chief Investment Officer on investment strategy, portfolio construction, and execution. With over 25 years of experience, she collaborates across teams to strengthen processes, ensure consistent application of the firm’s investment philosophy, portfolio oversight, and investment technology. Lori is a CFA® Charterholder and earned an MBA from the University of Cincinnati.