Lori Flexer, CFA

Lori Flexer, CFA

Executive Vice President

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Lori Flexer, CFA, is a portfolio manager and a member of the equity team managing consumer staples. 

She joined the firm in 1999 after an 18-year career with Standard Insurance Company, where she managed their securities department and served as an officer of the company.

Flexer earned her B.A. in business administration from the University of Puget Sound.

Flexer is a member of the Chartered Financial Analysts Society of Portland. She received leadership awards from Portland Business Journal, Portland Business Alliance and Portland State's Center for Women's Leadership. 

Flexer is a past board member of the Oregon Health & Science University Foundation and founding chair of the Circle of Giving for the Center for Women’s Health at OHSU. She is a past president of Arlington Club and also past chair of the Oregon Trail Chapter of the American Red Cross, past marketing chair of the Portland Business Alliance, past chair of the Friends of the Children and is currently on the board of the Friends of the Children Foundation. She is also a member of the Oregon Women’s Forum and is a past member of the President’s Council for the College of Urban & Public Affairs at Portland State University. In 2013, Flexer received the Civic Leadership Award from Portland State University’s Center for Women’s Leadership. Flexer and her husband, Jeff, are parents of three adult children (New York, San Antonio and Portland) and they enjoy traveling, reading and cooking.