Lori Napodano - Alpha Capital Family Office

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

AC Family Office is an outsourced family office with more than 250+ years of collective experience serving a limited number of families.

Denver Location

Alpha Capital Family Office
5750 S Ulster Cir E #300
Greenwood Village, CO 80111

(303) 900-0185

Investment Advisory Services offered through Alpha Capital Family Office, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commissions. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Alpha Capital Family Office’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed Be sure to consult with a tax professional before implementing an investment strategy.