LORI COHANE

MANAGING DIRECTOR & PORTFOLIO MANAGER

Lori Cohane joined Asset Preservation Advisors (APA) in 2024, bringing with her 37 years of investment experience in the financial services industry. Lori assumes a pivotal role as a member of APA's Investment Committee and Portfolio Management team, drawing on her extensive knowledge and insight to cultivate meaningful client relationships and meticulously tailor portfolios to their distinct needs. With previous roles at Salomon Brothers and Morgan Stanley, Lori was most recently a Managing Director at Credit Suisse Asset Management, where she led a distinguished municipal bond team. Lori graduated Magna Cum Laude from the State University of New York at Albany, earning a Bachelor of Science degree in Finance. Lori will be leading APA's New York team.