Lorene Branch

Lorene brings more than 20 years of experience in operational leadership, public relations, corporate communications, and marketing and business development strategy to her role as Marketing Manager for the Capstone Partners’ Financial Advisory Services (FAS) team. While her broad business background ranges from public sector to Fortune 25 companies, Lorene specializes in working with professional services organizations, building integrated marketing and business development plans that help unite clients with the advisors who can help them grow and thrive.

Previously, Lorene served as the Director of Marketing for Amherst Partners, one of the most reputable investment banking and restructuring advisory firms in the Midwest.

Prior to that she led the marketing team for the Wealth Management practice at Plante Moran, including Plante Moran Financial Advisors, Plante Moran Trust, as well as the firm’s institutional investment consulting practice. Previously, she was the national marketing manager for Private Equity, Transaction Services, and Corporate Finance at Grant Thornton; manager of special projects for Stout Advisors (SRR); and was an internal communications manager in the Public Relations, Communications, and Government Affairs department at Sears, Roebuck and Co.