Lorrie Allegra

Director of Strategy

Lorrie Allegra serves as the Director of Strategy for BT Wealth Management. She is responsible for advising firm leadership regarding growth, consulting, marketing, investment funds and operations.

Lorrie has over 20 years of consulting, operational, strategic, sales and marketing experience. Most recently, Ms. Allegra worked as SVP and Chief Investment Officer of Lincoln Lee Investments, a family office, working with a high net-worth family on asset allocation, alternative investments, private fund administration, estate planning and charitable giving. Prior to Lincoln Lee, Lorrie specialized in cutting edge healthcare technology with athenahealth, WebMD and Healtheon.

Lorrie received her Bachelor of Science in Business Administration with concentrations in International Business and Accounting from The American University in Washington, DC. Lorrie and her husband, Patrick, live in Atlanta with their four children. Lorrie’s interests include education, philanthropy, soccer, cycling, and travel. Lorrie is a member of the board of a private family foundation.