Lori Luchs
Portfolio Administrator
Lori joined First Long Island Investors in 2024, bringing with her over 30 years of expertise in portfolio administration and client service. She provides daily operational and administrative support to the Vice President of Portfolio Administration to ensure that FLI’s clients receive the best service possible. Among her many responsibilities, Lori handles incoming client requests, processing account openings, cash transfers, and distributions.
Before joining FLI, Lori worked at UBS for 2 years and at a boutique private advisory firm in Garden City for 18 years. Lori resides in Massapequa with her husband, Terry, their two children, Anthony and Gianna, and their adorable Shih Tzu, Casey. Outside of work, she enjoys spending quality time with her family and friends, traveling, reading, and going to the beach.
To contact Lori, please email her at lori@fliinvestors.com.