As Director of Client Operations at Centerpoint Advisors, Lori Patterson brings clarity and structure to the many moving parts of client service. With a focus on seamless workflow and precision execution, she ensures that each client’s experience is efficient, responsive, and tailored to their needs. Lori thrives in fast-paced, growth-oriented environments and finds great alignment in Centerpoint’s culture of excellence. She values the collaborative energy of a high-performing team dedicated to delivering thoughtful, streamlined solutions.

Working at Centerpoint:

Lori oversees all aspects of operational support, including account setup, asset transfers, workflow coordination, and ongoing client service. She plays a key role in client onboarding and cash flow management and is often a first point of contact for operational questions. Her dedication to process integrity and detail ensures clients receive timely, accurate, and frictionless service.

Background:

Lori earned her B.A. in Political Science from the University of Tennessee and began her career in Nashville before continuing in financial services in New York City. She later moved to Boston and earned a Master’s in Communications Management from Simmons University. Lori is an Investment Advisor Representative and holds FINRA Series 7 and 66 licenses.