Brian Lauzon and Chris Winn

Brian Lauzon
and Chris Winn

Chris Winn

Founder and Managing Principal, AdvisorAssist

Chris is founder and managing principal of AdvisorAssist, a management consulting firm that helps investment advisory firms build, grow, protect and optimize their businesses. Founded in 2006, today AdvisorAssist partners with advisors across the country by supporting their regulatory compliance and practice management efforts. 

Chris is a graduate of Bentley College's Graduate School of Business and works in AdvisorAssist's headquarters in suburban Boston.

 

Brian R. Lauzon, CFA

Managing Principal, Advisor Assist

Brian is managing principal of AdvisorAssist, a management consulting firm that helps investment advisory firms build, grow, protect and optimize their businesses. 

Brian is a graduate of The Wharton School of the University of Pennsylvania and works in AdvisorAssist's Radnor, PA office.
 

 

 

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