Strategic Investment Group

Lorna J. Fitzgerald

Partner, Portfolio Administration

Ms. Fitzgerald oversees portfolio administration activities, which includes cash and asset transfers for client accounts; operational reviews; fund accounting, audit and taxes; and managing client on-boarding and custodial relationships. Prior to joining Strategic, Ms. Fitzgerald was an accountant for Marc E. Leland Associates and a Trust Accountant at First Virginia Bank. She attended Southwest Texas State University as well as the University of Virginia, with a concentration in Accounting. Ms. Fitzgerald has completed the Series 65 securities examination.

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