Client Relations Executive & Managing Director · Renaissance Investment Group, LLC
Lori J. Killeen
CRD 6772993 · Named on Form ADV at one SEC-registered adviser
At a glance
Renaissance Investment Group, LLC, an SEC-registered wealth manager based in Lenox, MA with $726 million in regulatory assets, lists Lori J. Killeen on its Form ADV as Client Relations Executive & Managing Director, a control person.
Firms and roles
- Renaissance Investment Group, LLCClient Relations Executive & Managing DirectorWealth manager · Lenox, MA · $726M in regulatory assets
AtlasMembers
Lori’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Trevor M. ForbesManager - President & CIO, Renaissance Investment Group, LLC
- Paula M. HilcheyChief Compliance Officer, DOO & Managing Director, Renaissance Investment Group, LLC
- Thomas E. MalinowskiFinancial Advisor & Managing Director, Renaissance Investment Group, LLC
- Christopher A. SilipignoManager-Chief Executive Officer, Renaissance Investment Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.