Brian Lauzon, CFA Joins InCap Group as Managing Director

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The industry vet will lead InCap Group’s business development initiatives and serve as a member of the firm’s deal team

“We are all very excited to have Brian join the InCap team. He brings a unique combination of industry knowledge, technical skills and a wealth of relationships throughout the wealth and asset management industries.” said Jim Tennies, Founder and President of InCap Group.

InCap Group, Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to announce that Brian Lauzon, CFA has joined the firm as managing director.

In this newly-created position, Brian is responsible for leading the firm’s initiatives to grow its M&A advisory business. He also adds capacity to service clients as a member of the firm’s transaction team.

Brian has extensive experience in the wealth and asset management industries, having held a number of leadership positions in both boutique and global asset management firms. In these roles, he was actively involved in day-to-day firm management, as well as organic and inorganic growth initiatives.

While working directly with RIAs for the past twelve years, Brian has developed an extensive network of relationships throughout the RIA ecosystem, as well as a deep appreciation for industry dynamics and best practices.

Brian is a recognized thought leader in the advisory industry, with a number of articles published in national publications. Currently serving as president of the CFA Society of Philadelphia, Brian has been an active volunteer with the CFA Institute, both nationally and globally for over fifteen years. Most recently, he served on a CFA Institute working group focused on the private wealth management industry.

“We are all very excited to have Brian join the InCap team. He brings a unique combination of industry knowledge, technical skills and a wealth of relationships throughout the wealth and asset management industries.” said Jim Tennies, Founder and President of InCap Group.

Brian adds, “Over the past fourteen years, the InCap team has built an exemplary reputation for excellence and results with the clients they serve. Given the rapid growth in RIA transaction volume we’re all observing, I’m thrilled for the opportunity to play a key role as a member of InCap’s management team.”

About InCap Group, Inc.

Founded in 2006, InCap Group, Inc. (“InCap”) is a leading boutique investment bank focused on M&A in the financial services industry. InCap has strong expertise in the asset management, wealth management, securities brokerage and related industries. From its offices in Baltimore and Philadelphia, InCap provides top-notch strategic advice to clients at the different inflection points of their life cycle, including M&A advice, divestitures, spinoffs, capital raises, succession plans, recapitalizations, valuations, and other strategic consulting services.

For additional information, please visit http://www.incapgroup.com.

Media Contact

Brian R. Lauzon, CFA
Managing Director
InCap Group, Inc.
610.875.6766 (direct)
617.817.4988 (mobile)
blauzon@incapgroup.com

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