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Lori McKnight, CFA, specializes in institutional investment management, with expertise in defined benefit and defined contribution pensions plans, asset allocation, investment management compliance, and due diligence.  Lori has developed relationships with institutional investment service providers and asset owners, and has consulted for clients in their preparation of bids for public pension plans.  Lori’s experience is firmly rooted in having served the State of Florida defined benefit pension plan for approximately 16 years in various capacities: as a compliance officer, manager of equity analytics, equity investment analyst, and senior investment analyst.  Lori was also part of the investment team that set up Florida’s defined contribution plan for state employees.   Prior to that, Lori was a Senior Management Analyst at the State of Florida’s Department of Health.  Lori is a CFA charterholder.  She earned her MBA from Florida State University as salutatorian, and holds dual undergraduate degrees from Indiana University in German and Music Tech.

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