Brian Lauzon, CFA

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Brian Lauzon, CFA

Brian currently serves as president of the CFA Society Of Philadelphia. He is director of business development for Ardenton Capital, a private equity firm that invests in lower middle market companies in North America and the UK.

Brian has held various leadership positions within the investment industry, including Director of Marketing for Merganser Capital Management and Managing Principal of AdvisorAssist, a management consulting firm that focuses on independent RIA’s. Most recently, Brian was head of business development for Arin Risk Advisors, an option overlay manager serving financial advisors and wealth managers.

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.

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