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Lori Mitchell

Lori Mitchell

Vice President
Investor Services

Lori joined Commonwealth in 2006 and serves as the Vice President and Manager of Investor Services. Lori and her team are responsible for the direct contact and servicing of our investors to assist with account questions or changes, distribution payments, fund updates, correspondence and reporting in reference to the Commonwealth investments.

After earning her bachelor degree at Florida State University, Lori relocated back to her home town of Dunedin, FL in 2006, where she then joined the Commonwealth team. Prior to joining Commonwealth, Lori worked in the automobile industry with a focus on accounting and analytical reporting.