Lore M. Gordon
Lore is a Managing Director of Insurance and Annuity Sales for RMR Wealth Management. She has been managing assets for High Net Worth clients and business owners since 1987. Lore’s practice focuses on delivering unique solutions to match the retirement income, wealth preservation, and estate planning goals of her clients. Lore is an accomplished female adviser catering to the financial needs of successful women executives. She promotes realistic expectations and conservative return models, utilizing insurance and institutional investment management services.
Prior to joining RMR, Lore was the Department Head of Annuity Sales and Training at Mass Mutual. She was one of the founders of a retail bank branch based investment and annuity program at National Westminster Bank. Lore began her career on Wall Street at Merrill Lynch, later joining Shearson Lehman Hutton and Chemical Bank.
Lore is a lifetime New Yorker who splits time between NYC and the New Jersey Shore. Lore is affiliated with charitable organizations that support New York City’s underserved such as Community Mayors and Manhattan Building Managers, as well as the Jersey Shore Law Coalition Group.
In her free time, Lore enjoys gardening, cooking, and spending quality time with family.
Lore studied Accounting and Finance at Baruch College. She holds the following licenses: Series 7, 63, 65, 24, 26, and Life-Accident-Health Insurance (LAH).