Kaufman Kampe Advisors was founded with the idea of providing “Smart Investment Solutions” to individual investors. Founders Lori Kaufman and Valerie Kampe saw that sophisticated planning and investment techniques were not always available—especially with a high level of personal service. It is the mission of Kaufman Kampe Advisors to offer this unique combination of expertise and accessibility to our clients.

»Lori Kaufman’s bio     |     »Valerie Kampe’s bio

Lori co-founded Kaufman Kampe Advisors to bring the benefits of her institutional knowledge to individual investors. As a top-level investment executive with over 25 years of experience in asset management and financial planning, she has served both institutional and high-net-worth clientele. Lori is a past member of the TIAA-CREF Board of Financial Advisors and currently serves on the Board of Directors for FinanceXpert. She also is a member of the Financial Planning Association and the CFA Society of Seattle. Lori has been selected as a Five Star Wealth Manager multiple times.

Lori previously served as Chief Investment Officer for Laird Norton Tyee after holding a similar position at Northwestern Mutual Trust Company (an affiliate of Northwestern Mutual Life). Earlier in her career, she held several senior executive positions with Russell Investments, including Vice President of Manager Research, Senior Portfolio Manager, and Director of Alternative Investments. Lori also provided strategic corporate and consulting services while at Deloitte Consulting and Ford Motor Company.

Lori earned a Master of Business Administration degree in Finance from the Wharton School at the University of Pennsylvania and a Bachelor of Arts degree in Asian Studies from the University of Michigan. She is a Certified Financial Planner™ professional and holds a Series 65 license. In addition to her native English, she speaks Mandarin Chinese and French. Lori is an active volunteer for Team Survivor Northwest and the American Cancer Society’s Reach for Recovery program. Outside the office, she enjoys hiking and skiing with her husband and two sons.

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A Chartered Financial Analyst, Valerie brings more than 20 years of executive experience to Kaufman Kampe Advisors. She has an unusual combination of investment expertise that is both broad and deep, ranging from pension consulting to money management to corporate finance. Valerie has been selected repeatedly as a Five Star Wealth Manager.

Before co-founding Kaufman Kampe Advisors, Valerie was a Principal and Senior Portfolio Manager at several Seattle “buy side” firms, including Sirach Capital Management and Badgley Phelps. She has managed portfolios for mutual funds, large institutions, trusts, and high-net-worth individuals. Valerie also has developed quantitative investment models to evaluate tax consequences and portfolio performance.

She left the investment industry for a period to become the Chief Financial Officer of an international manufacturing company—adding the management of a rapidly growing company’s internal finances to her expertise. Earlier in her career, Valerie spent seven years at Russell Investments, researching investment managers, consulting to large public and corporate pension plans, and rebuilding and enhancing quantitative tools.

Valerie earned a Bachelor of Science degree in Economics from the Wharton School at the University of Pennsylvania, with a specialization in Finance. She is a member of the CFA Society of Seattle and the Financial Planning Association. Valerie currently serves as Treasurer of the Seattle Academy Parent Association; she is past Treasurer of the Board of Trustees of Spruce Street School and of the Board of Trustees of Green Tree Early Childhood Center.

A fifth-generation Seattleite, Valerie studies and teaches the Quantum style of martial arts, and she enjoys traveling and skiing with her husband and two sons.

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NOTE: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.