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Lori DillinghamDirector, Retirement Plan Operations

  • 8031 M-15
    Clarkston, MI 48348
  • 248.620.8100
  • LinkedIn

Lori joined CAPTRUST in 2013 as director of fiduciary operations and is responsible for overseeing fiduciary investment services for discretionary clients in the defined contribution market. Prior to joining CAPTRUST, Lori served as a pension analyst at Allied Signal and has worked in the industry since 1995.

EDUCATION

  • Bachelor of Business Administration degree in finance from Oakland University
  • Master of Management degree n finance from Walsh College

INDUSTRY DESIGNATIONS 

  • Qualified Pension Administration (QPA)
  • Qualified 401k Administrator (QKA)

MEMBERSHIPS

  • Member, American Society of Pension Professional & Actuaries (ASPPA)

Personal Profile

Hometown:
Troy, MI
Favorite Book or Movie:
Pride and Prejudice and Lord of the Rings
Ideal Dinner Guest:
Ronald Reagan, Abraham Lincoln, and my husband
Words to Live By:
Attitude is the little thing that makes a big difference.
Qualities I Admire in People:
Integrity, sense of humor, and empathy