This Week
  • Rochester's business leaders have highest overall, future confidence.

  • Matthew Flanigan aims to build Flower City Habitat for Humanity.

  • When will downtown retail development gain momentum like the office and housing sectors?

  • Tender Loving Family Care follows a different model than most of its home care agency peers.

  • Taren Greenidge says helping Littler Mendelson clients do the right thing is rewarding.

  • See the 20th anniversary edition of the Forty under 40 supplement.

Van Dusen ranks No. 7 on Barron's list

Rochester Business Journal
June 9, 2014

Pittsford’s Lori Van Dusen is ranked seventh on Barron’s 2014 list of the top 100 women financial advisers, which was released Saturday.

Van Dusen, owner and principal of LVW Advisors LLC, manages assets of $3.5 billion, with typical accounts of $20 million from clients and institutions with a typical net worth of $50 million, data included in the list shows.

Van Dusen was not listed in 2013 because until this year only independent firms with broker/dealers were eligible.

The rankings are based on assets overseen, revenues generated and the quality of the advisers’ practices.

(c) 2014 Rochester Business Journal. To obtain permission to reprint this article, call 585-546-8303 or email service@rbj.net.


What You're Saying 

There are no comments yet. Be the first to add yours!

Post Your Own Comment

 
Username:
Password:

Not registered? Sign up now!
 

To Do   Text Size
Post CommentPost A Comment eMail Size1
View CommentsView All Comments PrintPrint Size2
ReprintsReprints Size3
  • E-mailed
  • Commented
  • Viewed
RBJ   Google