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 T. Rowe Price, the organization responsible for the firm’s institutional business in North America. Lorie is a member of the DC Council Committee. She also is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., T. Rowe Price (Canada), Inc., and T. Rowe Price Investments Services, Inc.

Lorie’s investment career began in 1995, and she has been with T. Rowe Price since 2016. In her current role, she serves as a subject matter expert and thought leader on defined contribution and retirement issues and consults with key institutional relationships on a range of retirement and investment strategy and policy matters. Lorie is a public speaker for T. Rowe Price and advocates for clients by helping them approach retirement planning thoughtfully, with a long-term view that is both deep and wide. She helps them identify solutions beyond products with collaboration in research and insights from leading thinkers, analysts, and investment professionals. 

Prior to T. Rowe Price, Lorie was 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. Before that, she was a vice president with Ibbotson Associates, leading the plan sponsor consulting practice and the portfolio construction team for managed accounts, and a senior portfolio manager at J.P. Morgan.

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

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

  • Years at T. Rowe Price4
  • Years investment experience30

insights

New Outlook on Income

17-May-2021
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