Lori A. Haller
Manager of Estate Settlement
Lori has 25 years of experience in the investment industry.
Lori joined Welch & Forbes in 2001, first working as a tax accountant then moving to the estate settlement area. Lori was formerly a tax accountant at Ropes & Gray LLP in their Private Client Group. Prior to that, she worked in the Probate Department at Goulston and Storrs. Lori is a graduate of Northeastern University. She is assisted by Lena Marble, who has been with the firm for 22 years.
- Member, Boston Estate Planning Council
- Co-Chair, Dexter Southfield Annual Fund