Lori Callaway

VP of Marketing and Research

Lori Callaway is the Vice President of Marketing and Research at Balmoral Advisors where she leads the firm’s marketing, business development, and publishing efforts. She has more than 25 years of investment banking experience with a broad knowledge of the mergers and acquisitions industry. Lori has significant experience in conducting industry-specific research in a variety of industries including building products, metals, flow control (pumps, valves, and filtration), and energy logistics and distribution.

Prior to joining Balmoral in 2023, Lori was the Vice President of Research and Publications for more than ten years with Jordan Knauff & Company, a boutique investment bank based in Chicago. Lori was formerly an Associate in the Industrials Group at Macquarie Capital (USA) Inc. where she was responsible for developing industry-specific research and publications that focused on transactions, economic metrics, and industry trends. She began her investment banking career with Ernst & Young Corporate Finance LLC and later worked with Giuliani Capital Advisors LLC where she provided marketing support to the mergers and acquisitions practice.

Lori earned a BA from the Harrington Institute of Interior Design in conjunction with the University of Illinois at Chicago. She is a FINRA-registered professional.