Advisory Board Bios

Principal – Client Service & Marketing

Mr. McAvoy is responsible for marketing investment products and serving as a client contact. Prior to joining the firm in 1999, Mr. McAvoy was a Business Director with SmithKline Beecham, in charge of its Managed Healthcare sales organization. Throughout his 18 years with SmithKline, Mr. McAvoy held various sales and marketing roles in the U.S. and Canada. Mr. McAvoy holds a B.A. from The Pennsylvania State University.

Lori McEvoy
Jennison Associates

Lori McEvoy is a Managing Director and the Global Head of Distribution at Jennison Associates, an active, fundamental asset manager with $245 billion in assets under management.* Her role combines oversight of all of Jennison’s client-facing sales and servicing activity, including responsibility for the strategic development and leadership of Jennison’s global institutional and sub-advisory sales, relationship management, marketing and consultant relations divisions.   

In addition, she is a member of the eight-person management team that develops business strategy and engages on corporate initiatives. Lori serves as executive sponsor for Jennison’s Inclusion Council and is a member of parent organization, PGIM Women’s Advisory Council.   

Prior to Jennison, Lori was the Head of Institutional Sales at ClearBridge Investments where she managed institutional sales, consultant relations, and sub-advisory relationships. Lori also spent six years at Fred Alger Management, four years with WisdomTree and began her career at Pilgrim Baxter. 

An honors graduate of Rosemont College, Lori holds a BS in Management.  She has also completed graduate work in Finance at St. Joseph’s University and is continuing her education at The Wharton School. 

Lori is the 2019 recipient of AIMSE’s Richard A Lothrop Outstanding Achievement Award and has served on AIMSE’s Board of Directors.  She also chaired Wharton/AIMSE Institute and is a member of Women in Investing Network Philadelphia and Chicago and was previously on the Board of Directors, Arthur Ashe Youth Tennis & Education, Philadelphia.  

*AUM as of 12/31/21, manager of PGIM, the $1.5 trillion global asset management business of Prudential Financial.