Lori Bawden

Operations Associate

Lori in three words: Focused. Fit. Energetic.


Lori is a runner. At home she runs in her neighborhood. At Joslin Capital she runs our numbers.


Lori works behind the scenes to make sure that the investment performance numbers of our clients’ portfolios are up-to-date and accurate. She does this by managing our portfolio accounting systems.


After graduating from Washington State University with a degree in hotel and restaurant administration, and managing a fast-paced restaurant as well as a retail store, Lori opted to settle down for quiet work behind a desk to spend more time with her children. As mom and chief chauffeur, she spends part of most days shuttling her two kids back and forth to their activities. But she still makes times for running and so far has two marathons under her belt. Lori also likes to read, bike ride with her husband and grill a mean pizza on the BBQ.

We’ve Got Your Back


How Lori Has Your Back

It is important to me to be able to keep client portfolios current with

the latest activity in their accounts, so that the other members of our team have

up-to-date information when taking care of our clients. So to me, having

my teammates’ backs allows me to have our clients’ backs, too.


When it comes to your wealth, you deserve a listening ear and undivided attention.