Brian Lauzon

<p>Brian is a Managing Director at InCap Group and a senior member of our banking team. Brian focuses on sell-side and buy-side M&amp;A assignments, as well as leads our business development efforts.</p> <p>Brian has held various leadership positions within the wealth and asset management industries. He led business development and fundraising for Merganser Capital Management and served as Managing Principal of AdvisorAssist, a management consulting firm that focuses on independent RIAs.</p> <p>Most recently, Brian led the growth initiatives for a private equity firm. In this role, he oversaw product approval due diligence processes and originated new fundraising channels with independent RIAs family offices and other intermediaries.&nbsp;</p> <p>Brian earned a Bachelor of Science degree from Villanova University and Master of Business Administration with honors from The Wharton School of the University of Pennsylvania. Brian is a CFA charterholder and serves as President of the CFA Society of Philadelphia.&nbsp;Learn more <u><a href="http://www.incapgroup.com/"> here</a></u>.</p>