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AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

Lori Napodano

Family Office Specialist, Partner

Specialty

For the past 10 years with Alpha Capital Family Office, Lori has been an integral part of the advisory team. She is dedicated to simplifying the lives of high-net-worth families and fostering strong relationships with clients. With the use of ACFO’s organizational tools – Wealth Planning Timeline, Executive Summary and Tax Planning Worksheet, Lori excels in ensuring seamless communication and coordination among advisors, providing attention to detail, task and project management. Her commitment to client satisfaction is evident in her approach, combining technical proficiency with genuine care for people’s success.

Years of Experience

15 Years 

Educational Background

Arapahoe Community College, Accounting Degree

Designations

Currently working on Series 65 License

Other Notable Information

  • ·Lori’s family is from Napoli, Italy, where she went to high school, lived for many years and still visits in the summer.
  • Lori enjoys spending quality time with her daughter and exploring new destinations. An avid rower, she dreams of rowing the Thames River and holds Henley-on-Thames close to her heart as a favorite destination.

Contact

Family Office Specialist, Partner

Direct & Text: 303.909.1911

Lori.Napodano@ACFamilyOffice.com

Lori Napodano, AC Family Office