Strategic Investment Group

Lorna J. Fitzgerald

Principal, Performance & Operations

Ms. Fitzgerald oversees portfolio administration activities, which includes cash and asset transfers for client accounts; manager operational due diligence, fund accounting, audit and taxes; as well as 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.

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