Loraine Montanye
CFP®, AIF®
CFP®, AIF®
As part of DBR & CO Fiduciary Plan Solutions, Loraine serves as a fiduciary consultant for corporate and nonprofit retirement plans. Her work empowers plan sponsor clients to offer competitive retirement benefits while guiding fiduciaries through Department of Labor best practices. She also serves as a DBR & CO Workplace Financial Planning consultant, helping businesses connect employees with personalized wealth planning.
She has been locally recognized in Pittsburgh Magazine’s Women and Business Awards and nationally recognized by PLANADVISER Magazine as a 2024 Top Retirement Plan Adviser and a 2023 finalist for Plan Adviser of the Year in the category of Plan Sponsor Service.
Loraine regularly contributes to leading industry publications such as PLANADVISER Magazine and PLANSPONSOR Magazine.
Loraine has more than a decade of financial services industry experience encompassing both wealth management and retirement plan consulting. Prior to joining DBR & CO, Loraine served as a Senior Employee Education Consultant and an Associate Retirement Plan Advisor at PNC Institutional Asset Management. Before PNC, Loraine worked at a Pittsburgh-based RIA, a national broker-dealer, and at BNY Mellon.
Outside the office, Loraine enjoys cooking, tackling home improvement projects, and finding adventures with her husband, Craig, and son, Eddie.Credential Definitions
Education
Loraine holds a Bachelor of Arts from Bethany College and is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® designee.