Brian Lauzon

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&A assignments, as well as leads our business development efforts.

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.

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. 

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. Learn more here.

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