Lori Mahmud

Lori began her working life as an English teacher at Brookline High School. She joined Ayaz at West Branch Capital in 2004 as an Operations Manager. She holds the position of Chief Operating Officer. She assists clients in all aspects of service issues related to their accounts. She believes that knowing our clients, beyond their balance sheets and portfolios, and sharing that knowledge with the firm’s advisors and portfolio managers is an important factor in helping the advisors/PMs deliver the best possible investment advice. Lori’s goal is to provide each client with personal and exceptional service, and ensure that clients are receiving the best possible service firm wide.

Lori holds a B.A. in English Literature and a B.S. from the Newhouse School of Communications at Syracuse University, as well as a Masters Degree in Education from Northeastern University.

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