Brian Lauzon
Investment Banker & Advisor to Wealth & Asset Management Firms
- Role
- Managing Director at Colchester Partners Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Managing Director
Nov 2023 — Present · Philadelphia, PA, US
Education
The Wharton School
MBA with Honors
Villanova University
BS, Finance
Skills
- Investments
- Investment Strategies
- Alternative Investments
- Financial Services
- Asset Management
- Strategic Planning
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Strategic Financial Planning
- Business Strategy
- Management
- Marketing Strategy
- Mergers & Acquisitions
- Strategic Consulting
- Management Consulting
- Investment Advisory
- Investment Management
- Asset Managment
- Registered Investment Advisor
- Due Diligence
- Hedge Funds
- Business Process Improvement
- Portfolio Management
- Wealth Management
- Practice Management
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