Lori J. Conaty

Lori J. Conaty

Principal
CPA/PFS, CGMA

Experience & Education

  • Undergraduate degree with a concentration in accounting – Rhode Island College.
  • Accreditation as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants.

Professional

  • Member of the American Institute of Certified Public Accountants (AICPA).
  • Member of the Rhode Island Society of Certified Public Accountants (RISCPA).

Community

  • President of the Board of Directors of The Bentley Foundation.
  • Former Vice President of Big Sisters of Rhode Island.

Years of Experience

  • 25+