Loren heads our Client Support and Interface Team. He is responsible for developing new business and maintaining existing relationships with our growing client base. He also helps in the transition from the client’s previous manager or broker to RVW.
Loren was a former broker at Bear Stearns and worked at 2 highly regarded wealth management firms (SSI Investments and McComsey Asset Management) prior to joining RVW. Loren has over 20 years of experience in the investment management business. He is a top tennis player and still plays in USTA tournaments.