Lorice works closely with clients to properly identify, develop, and implement a customized solution to meet their needs. Experienced in investment performance monitoring and manager due diligence, She offers clients in-depth analysis to effectively guide their decisions and implementation of their investment portfolios. Lorice services institutional clients, assisting in the development of strategic planning for their fiduciary duties, which include asset allocation, investment policy development, and fee benchmarking.
As a member of the firm’s Outsourced Chief Investment Officer (OCIO) evaluation and oversight team, she assists clients with the selection of a provider as well as the continuing evaluation and oversight of the investment manager.
Lorice joined PEI with over 14 years of investment experience. Prior to joining the firm in 2014, she was a Vice President at Goldman Sachs & Co. For the previous 10 years, she had been part of the Client Portfolio Solutions Group within the Alternative Investments and Manager Selection Team. Her responsibilities included providing guidance on portfolio construction, performance attribution, and product development for external managers. She also spent 4 years within the Private Wealth Division of Goldman Sachs in Boston.
Lorice is a graduate of James Madison University in Virginia with a BBA in Finance.