Lori H. Snead
Chief Compliance & Operations Officer
Lori plays a critical role in safeguarding MontVue’s commitment to integrity, accountability, and client trust. She oversees the firm’s compliance with regulations and maintains core processes and documentation that support consistent, disciplined operations across the firm.
Her work reflects MontVue’s responsibility as a steward of client assets and relationships. While Lori works primarily behind the scenes, her diligence helps protect clients’ interests and reinforce fiduciary standards. Clients can be confident their assets are supported by a strong compliance and operational foundation built to serve them well over time.
Before joining MontVue in 2020, Lori developed extensive operational and financial expertise through roles at AMF Bakery Systems and AMF Bowling Worldwide in Richmond, Virginia, as well as through her work at Davidson, Doyle & Hilton in Lynchburg.
Lori earned a Bachelor of Science degree in Management Science from Virginia Tech’s Pamplin College of Business, with concentrations in Production Operations Management and Decision Support Systems.
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Interested in working with Lori? Reach out to schedule an introductory meeting.