Experience

Born and raised in California, I developed a strong passion for finance and client relations early on while working for my family’s business. I had the privilege of working with ultra-high-net-worth families in Beverly Hills, where I honed my skills in wealth management and built lasting relationships with clients. After relocating to Nashville, I continued my journey in private wealth management, dedicating the past six years to providing tailored financial solutions and exceptional service to clients. My diverse experience and commitment to understanding the unique needs of each family allow me to deliver personalized strategies that align with their financial goals. When not working I enjoy spending time with my husband and children on the lake near our home and traveling.

Lori is a Senior Client Service Associate with 37 years of experience in the financial industry and has a diverse background in customer administrative support.

Lori provides The Choy Group with operational and back office support.

A native of Arizona, Lori and her husband John get out in nature as much as possible.  In her leisure time she enjoys gardening, listening to music, reading and has a flair for decorating.

Katie Malecky is a friendly and dependable Client Service Associate based in Nashville, TN. With a passion for helping others and a calm, solutions-focused approach, Katie is committed to making every interaction a positive one. Whether she’s answering questions, resolving issues, or guiding someone through a process, she brings empathy, clarity, and care to every conversation.

Katie takes pride in being someone her colleagues and clients can count on. She believes that great service starts with listening and ends with trust.

When she’s not at work, Katie enjoys hiking  and getting lost in a good book—two things that keep her grounded and inspired.

Weston is currently a graduate student in the Master of Science in Finance program at Vanderbilt University and a recent ASU graduate. As a Client Service Associate, his responsibilities include determining portfolio weightings, conducting investment research, and publishing quarterly newsletters on capital market trends and the team’s strategic responses.

With experience at financial firms in Phoenix and in building a small service-based business, Weston developed a strong interest in crafting comprehensive financial strategies through direct client engagement, grounded in trust, integrity, and respect. Drawing on his collegiate football background, he understands that success is built on consistent dedication, perpetual learning, and a genuine passion for the craft. Weston is committed to impacting others by delivering specialized asset management to wealth management services, supported by data-driven analytics and care. He holds his FINRA SIE license and is progressing toward his Series 7 license.

In his free time, Weston enjoys traveling, hiking, and running.

As a full-time student at Vanderbilt University, Ella is pursuing a degree in Human and Organizational Development and Business while also gaining practical experience as a wealth management intern.

With her exposure to financial planning from a young age, along with her current involvement in her own non-profit and Vanderbilt extracurriculars, Ella brings a blend of academic knowledge and hands on experience to the table. Through her internship, she is honing her skills in investment analysis, financial planning, and client relationship management, all while balancing the demands of a rigorous academic program. With her commitment to excellence and her drive to succeed, Ella is committed to making an impact in the financial world.

Ramsey is currently a Master of Science in Finance candidate at Vanderbilt University and a recent graduate of Arizona State University, where he earned his bachelor’s degree in Finance. As an intern with The Choy Group at UBS, he supports the team through client portfolio analysis, investment research, and day-to-day operational tasks aimed at delivering exceptional client service.

Ramsey brings prior experience in financial analysis, marketing strategy, and asset & wealth management, which has fueled his passion for helping clients preserve and grow their wealth through tailored strategies. His long-term goal is to build a career in private wealth management or Investment Management, specializing in advising ultra-high-net-worth individuals by combining personalized service with data-driven financial planning.

In his free time, Ramsey enjoys weight training, running, reading, and traveling.