Lorie Latham, CFA

Lorie Latham, CFA, Senior Defined Contribution Strategist

  • B.S., Wright State University

Lorie Latham is a senior defined contribution strategist for the Americas division of Global Investment Management Services (GIMS) of T. Rowe Price, the organization responsible for the firm's institutional business worldwide. In this role, she serves as a subject matter expert and thought leader on large-market defined contribution issues and consults with key institutional relationships on a range of strategy and policy matters. Ms. Latham is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Canada.

Ms. Latham has over 29 years of industry experience. Prior to joining the firm in 2016, Ms. Latham served as a defined contribution strategy leader and director at Towers Watson Investment Services (TWIS), where she provided a full range of investment consulting services to defined contribution plans and led the Defined Contribution Steering Committee responsible for TWIS's strategy and thought leadership. Previously, she was a vice president with Ibbotson Associates and led the plan sponsor consulting practice and the portfolio construction team for managed accounts. Prior to this, she was a senior portfolio manager at J.P. Morgan.

Ms. Latham earned a B.S. in financial services and marketing from Wright State University. She has also earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

  • Years at T. Rowe Price3
  • Years investment experience29
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