Investment Company Notebook

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Lori Ehleben Promoted to Partner

BBD is pleased to announce that Lori C. Ehleben, CPA, a principal in the firm’s Investment Management Group, has been promoted to partner.

Ehleben has dedicated her more than 20-year career in public accounting to the service of the investment management industry.

“Lori’s attention to client service as well as her significant expertise have been instrumental in the continued dynamic growth of our firm’s Investment Management Group,” said Michael Boyle, managing partner of the firm. “She is a stellar representative of our firm’s culture and of the future of BBD.”

Ehleben now joins partners Michael Boyle, John Braun, James Kaiser and William Kouser in directing BBD’s Investment Management Group, which is among the top practices in the United States serving registered and unregistered investment companies, investment advisors, and securities broker/dealers.

Ehleben earned a Bachelor of Science degree with a major in accounting from Temple University. She is a member of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.