Lori Smith

Lori Smith serves as Chief Financial Officer and Managing Director at Capital Advisors Inc in Tulsa, Oklahoma, a role she has held since 1979. In this capacity, she is responsible for overseeing the firm's financial operations, strategic planning, and overall corporate management, contributing to the direction and stability of one of the region's longstanding investment advisory firms.

Her professional expertise spans investment management, financial reporting, and organizational leadership, with a particular focus on advising clients in equity and fixed income markets. Smith's leadership within Capital Advisors has been instrumental in shaping the firm's approach to portfolio construction and risk management for both individual and institutional clients in diversified asset classes.

While specific education credentials are not publicly listed, Smith's decades-long tenure and executive experience highlight her depth of industry knowledge and sustained contribution to the investment management sector in Oklahoma. She is recognized within Capital Advisors and the broader finance community for her commitment to ethical standards, operational excellence, and client-focused investment solutions.