Lori Forthmann
Director at True Capital Management
Based in San Francisco, United States
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Seniority
Director
Department
General Business & Management
Location
San Francisco
Industry
Financial Services
Company size
11
Contact information
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l•••••••@truecapitalmgmt.com
Phone
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Background
About Lori Forthmann
Lori advises individuals, families and non-profits on a wide range of financial planning and investment matters including: • Asset Allocation • Investment Analysis • Tax Planning • Retirement Planning • Multigenerational Wealth Transfer • Charitable Giving Lori serves on the investment committe of True Capital. Lori specializes in managing the investments and finances of elite athletes, especially those in the NFL. She has a keen sense for crafting sustainable investment plans for athletes with limited career horizons and front loaded earning potential. Specialties: • Financial Planning • Investment Management • Traditional and Alternative Investments • Tactical Asset Allocation
Decision-makers
Other people at True Capital Management
- MCManager
Morgan Cooney
Client Relations Manager · Customer/Client Service
- GWStaff
George Wright
Investments Associate · Finance & Accounting
- AYStaff
Alex Young
Associate, Private Wealth Client Service · Customer/Client Service
- SADirector
Stephanie Anderson
Associate Director, Tax Services · Finance & Accounting
- DFDirector
Dani Fitzgerald
Associate Vice President · General Business & Management
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