About Lori S. Rabinowitz
Lori Siegel Rabinowitz combines over 20 years of experience in both capital markets and financial planning to serve an exclusive clientele of private business owners, corporate executives and other high net worth individuals, as well as endowments and foundations. She works with these clients to develop strategies that address a broad array of investment, pre-transaction planning and philanthropic planning matters.
Prior to joining Morgan Stanley, Lori was a banker within J.P. Morgan Private Bank, advising high net worth individuals and institutions on a variety of investment and wealth transfer issues. Earlier in her career, she spent several years at Citi Private Bank and Citi Smith Barney, and worked within the fixed income and equity derivatives divisions of Lehman Brothers and Deutsche Bank, respectively.
Lori graduated magna cum laude, Phi Beta Kappa, with honors, with a B.A. in international affairs and French from the Elliott School of International Affairs at the George Washington University in Washington, D.C. While attending university, Lori also matriculated at the Sorbonne in Paris, France. Lori holds a Certificate in Financial Planning from the Lubin School of Business at Pace University.
She is a graduate of the Pingry School in Basking Ridge, New Jersey.
Outside the office, Lori is extremely active in her community. Elected in March 2022 to the National Board of Trustees of the Crohn’s and Colitis Foundation, Lori is passionate about fulfilling the mission to cure Crohn's disease and ulcerative colitis, and to improve the quality of life of children and adults affected by these diseases. She also volunteers at the Community Food Bank of New Jersey and supports Roots and Wings, an organization dedicated to providing teens who have aged out of foster care with tools they need to succeed such as housing and career advice. Lori resides in Westfield, New Jersey with her husband and two daughters.
Securities Agent: IL, AL, TX, NM, MA, AZ, ID, CT, FL, DE, AR, VA, NE, HI, GA, CO, CA, OH, ND, MD, WA, SC, NC, PA, NV, IN, NY, DC, IA, NJ, MI, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 821850