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.