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Lori Finlay
Managing Director, Investment Strategy
Lori Finlay is a senior executive at Unum Group, a Fortune 500 company that offers insurance and employee group benefits products. Here are some key details about her:
Role
Lori Finlay serves as the Senior Managing Director and Head of Investment Strategy at Unum Group. In this role, she is responsible for leading the strategic and tactical asset allocation strategies for the company's $45 billion general account portfolio. She also oversees derivatives and risk analytics for the portfolios.124
Career
Finlay joined Unum in 2005 as a credit analyst and has held various investment positions, including credit research, trading, and portfolio management. Before joining Unum, she worked as a credit analyst at the Teacher Retirement System of Texas.12
Education
Lori Finlay holds an undergraduate degree in Economics from the University of the South (Sewanee) and an MBA from Texas State University.1
Professional Certifications
She is a Chartered Financial Analyst (CFA) charterholder, which reflects her expertise in investment analysis and portfolio management.1
Location
Lori Finlay is based in Chattanooga, Tennessee.3
Overall, Lori Finlay is a highly experienced investment professional with a strong background in asset management, risk analytics, and investment strategy.
