Lori Montgomery

Compliance Officer | Controller

Lori Montgomery serves as Compliance Officer and Controller for GAVION, LLC. Lori’s responsibilities include monitoring of the firm’s regulatory, marketing and strategy compliance as well as the firm’s financial reporting process. In 2007, Lori entered the institutional consulting industry as a compliance, accounting and paralegal professional. Prior to her tenure in the investment consulting industry, Lori worked with a private family foundation. Lori began her professional career in the accounting and investment departments of Tyson, Compaq and Frito Lay. Lori holds a bachelor’s degree in Finance and Accounting from the University of Arkansas. *Equity Owner

6000 Poplar Ave, Suite 325 / Memphis, Tennessee 38119

o 901.761.8080 /