Principal & Co-founder | CPA, CA, CFA
Lori Barton is a highly skilled specialist, having concentrated the majority of her career in alternative assets and operational due diligence. She perfected her ability to identify and analyze operational issues while employed in senior roles at PricewaterhouseCoopers, Union Bancaire Privée, Castle Hall Alternatives, and Merrill Lynch International. Having worked in Bermuda, London and Halifax during her 18 year career, her industry knowledge is extensive. In addition to leading operational due diligence reviews, she also oversees Beaumont’s strategic business initiatives and marketing efforts.
Lori is a dedicated and active member of the community and currently serves as a board member and as chair of the audit and risk committee of the Halifax Chamber of Commerce.