What do you enjoy most about wealth management?
Wealth management engages both sides of my brain: I like to think analytically, and I like to help develop creative solutions with individuals. In short, I love learning new things and working with great clients.
What’s the biggest challenge?
Several challenges exist in trying to guide clients during a macro-economic period that can be described as a “global deleveraging” process. Among these challenges include an understanding of time horizons, risk management, and a recognition that 24-hour news cycles can create anxiety and distractions.
What quality of yours makes you best suited to what you do?
Having been a consumer of wealth management, I can understand client concerns because I also have experienced them. Also, I am a high energy person who is extremely committed to doing the best I can, and I love learning.
What do you love most about being part of Aspiriant?
I am overwhelmed by my colleagues; they are the most professional, highly accomplished, and team-oriented individuals with whom I have had the honor to work. In addition, Aspiriant’s innovative approach sets it apart in the industry. Finally, Aspiriant recognizes that it can “do good” by “doing well” for its clients; the client orientation remains unsurpassed.
What was the most influential book you’ve read and why?
Plato’s Republic, the first book I ever read about the subject of thinking, a theory of justice, what it means to be a good person, and the role of philosophers in society. I read it when I was quite young and then again in college and still find the Socratic dialogues profound.
What personal accomplishments are you most proud of?
Being recognized for my years of volunteer service at Stanford University by being named a Stanford Associate. Also, throughout my life I have aimed to be a loyal friend, daughter, and granddaughter.
How should people think about their wealth?
Wealth is a means to an end; it can provide financial security for oneself and one’s family, as well as have a demonstrable social impact.
What do you love to do outside of work?
I love to spend time with my family and friends, engage in physical activity like weight lifting and cross fit, attend a variety of events at Stanford (especially athletic events), read, and generally have fun.
- Director – Wealth Management, Aspiriant
- General Partner of a venture capital firm
- Marketing exec at various software companies (start up, pre-public, and public companies)
Educations and accreditations
A.B., Stanford University
M.B.A., Booth Graduate School of Business, University of Chicago
Lorraine joined Aspiriant in 2014 after spending 17 years in various aspects of financial services. She has been a general partner in a venture capital firm, an equity research analyst, and a wealth manager. In addition to serving high net worth families and individuals, Lorraine serves on the Board of Directors of Aspiriant, LLC; Aspiriant's Marketing Committee; and Aspiriant’s Sales Committee.
Prior to joining Aspiriant, Lorraine spent the last five years working in private wealth management at two boutique registered investment advisors in Silicon Valley.
In 2013, the Silicon Valley Business Journal named Lorraine "One of 100 Women of Influence in Silicon Valley." Lorraine earned her BA in Philosophy at Stanford University and her MBA at the Booth Graduate School of business at the University of Chicago. An active and enthusiastic Stanford alumna, Lorraine was named a Stanford Associate, awarded to the top 1% of alumni based on years of volunteer service to the University. She also serves as a Director of the Buck/Cardinal Club, Director of Stanford Professional Women, the Steering Committee for Stanford Women on Boards, Co-Chair of Planned Giving for her reunion, and an alumni mentor. She loves attending Stanford athletic events.