Lori Bawden
Senior Reporting Associate
Lori is responsible for supporting the Beacon Pointe integration and operations teams to provide data reporting assistance. Her duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Lori has 20 years of financial services experience and was an operations associate at Joslin Capital before the team joined forces with Beacon Pointe in 2024. Lori earned her Bachelor of Arts degree in Hotel and Restaurant Administration from Washington State University, and outside of the office, she enjoys cooking, running, jigsaw puzzles, painting, and spending time with her family.