Brian R. Lauzon, CFA

Managing Principal

Brian has over 18 years experience in the investment industry with specific expertise in firm management, strategic and operational planning, institutional and retail distribution and product management. His background spans across all non-investment functions within the investment advisory firm and his experience encompasses several asset classes (equities, fixed income, alternative investments) and distribution channels.

Prior to joining AdvisorAssist, Brian ran a start-up hedge fund advisory firm where he was responsible for leading the firm’s non-investment functions, including strategic management, operations, marketing and finance. Prior to this, Brian was Equity Chief Operating Officer at Delaware Investments where he was responsible for project leadership and process development within their equity franchise. His efforts integrated a broad range of functional activities including: investment process/performance evaluation, risk management, legal, compliance, finance and operations. In 2009, Brian led Delaware’s efforts in the formation of a new global hedge fund offering. Previously, Brian was a partner and member of the management committee at Merganser Capital, an institutional fixed income advisory firm. He led Merganser’s distribution and client service efforts during a period of rapid organizational growth and change.

Brian graduated from Villanova University and received an MBA with honors from The Wharton School of the University of Pennsylvania. He currently serves on the board of the CFA Society of Philadelphia.

Contact Information:
Tel: 617.800.0388 x108
Email: blauzon@advisorassist.com