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Lori Stuart
Managing Director, Client Relationships
Lori Stuart joined the SCJ Fiduciary Team in February of 2025 with over 29 years of experience in helping ESOP companies.
She has worked with companies forming ESOPs on plan design, compliance review, and benefit level analysis. She has a deep understanding of ESOP administration, ongoing compliance issues, and the challenges faced by companies as their ESOP grows and matures. Her experience includes helping ESOP companies respond to audits by the IRS and DOL, consulting on the management of repurchase liability, presenting to employees on how the ESOP works and supporting companies along their ESOP journey. She regularly speaks at national and regional ESOP conferences on a variety of topics to help educate and grow our ESOP community.
She is a trustee for the Employee Ownership Foundation, past Chair of the ESOP Association’s Advisory Chairs Council and served as a member of the ESOP Association’s Board of Directors from May 2022 to May 2025. She is also a member of the National Center for Employee Ownership and the Ohio Employee Ownership Center.