Lorie Shah has been an investment adviser representative at Virtue Asset Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Lorie Shah holds a Bachelor's degree in Economics and Math from New York University.
Virtue Asset Management LLC is a Barrington, IL firm with $211M under management, 97 clients and 3 advisers across 5 offices, as of its July 2026 filing.
Lorie Shah is Director of Client Relationships of Virtue Asset Management. She has over ten years of experience in financial markets, beginning in credit default swaps at Chubb Financial Solutions. She then joined the Bank of America middle office, supporting the Swaps trading desk, and later joined Columbia Management as an Assistant Portfolio Manager for municipal bond portfolios.
- Virtue Asset Management LLCCurrent– present · 1 yearBarrington, IL · Adviser representative · Firm CRD 283438
Investment adviser representative registrations
Lorie Shah is registered as an investment adviser representative in Illinois, since June 2025.
- IllinoisSince 2 June 2025
Examinations
No examinations are on Lorie Shah’s record.
- Full name
- Lorie Salerno Shah
- CRD
- 5813582
- Firm
- Virtue Asset Management · CRD 283438
- Office
- 308 W. MAIN STREET, Barrington, IL 60010
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- virtueam.com
Where does Lorie Shah work?
Lorie Shah is an investment adviser representative registered through Virtue Asset Management LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Lorie Shah a financial advisor?
Yes. Lorie Shah has a current investment-adviser registration in Illinois, through Virtue Asset Management since June 2025.
How many years of experience does Lorie Shah have?
Lorie Shah has 1 year in the financial industry, since June 2025, across 1 adviser firm.
Where is Lorie Shah based?
Lorie Shah’s registered office is in Barrington, IL.
Is Lorie Shah registered with FINRA?
No. Lorie Shah has no current broker registration.
How can I verify Lorie Shah’s record?
Search CRD 5813582 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lorie Shah’s full registration record.