Dorothy E. Bossung

Further information about Dorothy E. Bossung:

Dorothy currently serves as a personal CFO to high net worth families and consults for non-profits, endowments & foundations, with an emphasis towards preservation and growth of assets.

Previously, she was a Director at Deloitte Tax, LLP where she led the Deloitte & Touche Investment Advisors, LLC practice in the Midwest area, and chaired its national Investment Policy Committee. Prior to Deloitte, Ms. Bossung established and led the Investment Consulting Advisory practice for Arthur Andersen, LLP as a Principal within the Great Lakes Market Circle. She was also a member of Andersen's national Investment Policy Committee. Immediately prior to her tenure at Anderson, Ms. Bossung was a Senior Manager at Ernst & Young, LLP. Where she established and led the Personal Financial Consulting practice for the Detroit, MI and Toledo, OH offices.

Dorothy graduated from Pace University cum laude with a BBA in accounting. Her professional credentials include the Certified Investment Management Analyst (CIMA®) designation and she is an Alternative Investments Certificant, both from the Investment Management Consultants Association in conjunction with the University of Pennsylvania's Wharton Graduate School of Management. Dorothy is also a Certified Financial Planner (CFP®) certificant.

She is a member of Professional Women's Club of Chicago and Investment Management Consultants Association. She is a member of the Financial Planning Association, served as President of FPA of Michigan, served as a Director for FPA of Illinois and on the Chairman's Advisory Council for the Illinois Chapter. Dorothy currently serves on the board of trustees for La Rabida Hospital. In addition she serves on the boards of InterOcean Financial Group LLC, the Chicago Finance Exchange, the Gold Coast Neighbors Association and 1212 Lake Shore Drive Condominium Association. Dorothy is a frequent author and instructor on the subject of wealth management and investment policy.

Compensation and Fee Structures:

Fee only advisor.

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA)

Education:

Bachelors of Business Administration in Accounting, Pace University, 1984

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Further information about Lowery Asset Consulting LLC:

(Size of firm: 10-49 advisors)

Lowery Asset Consulting, LLC is an employee owned independent investment consulting firm serving a wide range of institutional and family office investors. We advise corporate, public, taxable, and not for profit sectors representing total assets in the $ billions. We provide our services to a wide range of clients including qualified retirement plans, family offices, and maintain a particular focus in the public and private not for profit arena.

Our consulting professionals and research staff assist each client in achieving their investment objectives by applying our unique approach in the development of a sound long-term investment program.