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Inactive

Lori Lynn Whiting

Pathstone

Boston, MA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-31
  • MA RA
    APPROVED
    Since 2025-01-31

Branch Locations

24 Federal St 8Th Floor, Boston, MA 02110 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Boston MA 08/2021 01/2025
Wellington Management Company Boston MA 01/2010 08/2021
Pathstone Boston MA 01/2025 Present
  • 08/2021 → 01/2025
    Unemployed
    Boston, MA
  • 01/2010 → 08/2021
    Wellington Management Company
    Boston, MA
  • 01/2025 → Present
    Pathstone
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-01
S63 Uniform Securities Agent State Law Examination 1996-08-30
  • S66 Uniform Combined State Law Examination
    2003-11-01
  • S63 Uniform Securities Agent State Law Examination
    1996-08-30
Designations
Other Names
  • Lori Zarutsky
  • Lori Lynn Zarutsky

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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