Recognized Adviser Opens RIA Business

October 11, 2011 ( - Lori Van Dusen announced that, together with her team, she is forming LVW Advisors (LVW), a Rochester, New York-based independent registered investment adviser (RIA).

LVW will be a member of Focus Financial Partners, LLC, a partnership of independent wealth management firms in the industry.  

Launched on October 10, 2011, LVW will continue to focus on developing customized investment management solutions and comprehensive wealth plans for institutional investors, ultra high-net-worth individuals, and family offices. The Focus Connections team partnered with Van Dusen and her professional team to design the business in a way that complemented the LVW vision and client experience with the end result being a platform completely customized for its unique clients.  

According to the announcement, Van Dusen has been recognized as a pioneer in the consulting and wealth management industry for over two decades, having received many industry accolades throughout her career. Most recently, she was ranked #3 on the 2011 list of Women Financial Advisors by Barron’s with assets under advisory listed at $4.9 billion.   

Van Dusen has ranked among America’s Top 100 Financial Advisors in Barron’s for the past eight consecutive years. She was also named in 2010 as the Non-profit Consultant of the Year by Institutional Investor’s Foundation & Endowment Money Management.  

For the past three years, Van Dusen has been the co-head of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees. Prior to that, she was Managing Director with CitiGroup/Smith Barney Institutional Consulting, which is where she began her investment career in 1986.  

Van Dusen received her Masters of Education degree from Harvard University and graduated Magna cum Laude with a Bachelor of Arts degree from Ithaca College. She holds the Certified Investment Management Analyst designation, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania.    

In anticipation of the launch, the LVW team has added to its staff, which has collectively been working together with Van Dusen for over a decade. In addition to Van Dusen, the leadership team will include Richard ‘Rick’ Van Kuren who has 20 years of experience in the industry and 15 years with Van Dusen.