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Lorrie White
Lorrie Caricature

Lorrie White

Senior Administrator

Biography

I started my journey with Exchange Capital Management in 2005, coming from the trust department of Bank of Ann Arbor. At that time, I had 15 years of industry experience helping individuals navigate the complexities of the financial world. Since then, I have become the voice, the center of the universe, and mother goose of the firm.

I live in Jackson, MI, with my husband of 33 years, Ed, and our miniature schnauzer Kenzie (although there is nothing miniature about her). We have two beautiful adult children, Nick and Samantha.

Our favorite pastime is to sit on our swing in the backyard and watch the clouds and the birds, when time permits.

Responsibilities

  • Cashiering
  • Client service
  • Process development and improvement
  • General support of portfolio and investment strategies