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  • With CAPTRUST Since 2013
  • 248.620.8100
  • 8031 M-15 Clarkston, MI 48348

Lori Dillingham, QKA, QPA

Lori Dillingham, QKA, QPA

Director,
Retirement Plan Operations

  • Troy, MI
  • Pride and Prejudice | Lord of the Rings
  • Ronald Reagan, Abraham Lincoln, and my husband
  • Attitude is the little thing that makes a big difference.
  • Integrity, sense of humor, and empathy

Business Operations Group

Lori Dillingham is director of operations for Freedom401k, working in the Clarkston, MI office.

Lori joined CAPTRUST in 2013 as director of fiduciary operations and is responsible for overseeing fiduciary investment services for discretionary clients in the defined contribution market. Prior to joining CAPTRUST, Lori served as a pension analyst at Allied Signal and has worked in the industry since 1995.

Education

  • Bachelor of Business Administration degree in finance from Oakland University
  • Master of Management degree in finance from Walsh College

Industry Designations

  • Qualified 401k Administrator
  • Qualified Pension Administration

Awards & Recognition

  • CAPTRUST Innovation Award | 2013
  • CAPTRUST Step-up Award | 2016

Memberships

  • Member, American Society of Pension Professional & Actuaries (ASPPA)