100% Advisor and Leadership Owned

MVP Leadership Team

 

Lori Roach

Vice President of Finance


Lori Roach serves as Vice President of Finance at Momentum Value Partners (MVP), LLC, (formally CFB), where she oversees financial operations and sales reporting. With over 26 years of experience at MVP, Lori has been a vital contributor to the firm’s financial strategy and operational growth.

Her long-standing dedication has played a key role in building and maintaining the firm’s financial infrastructure. Lori is known for her precision, integrity, and commitment to delivering timely and accurate financial insights that support sound decision-making across the organization. 






 
 
 
  Momentum Value Partners
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