Profile
Mr. Brian D.
Lavery, CFA MBA, is a Portfolio Manager at Yorkville Asset Management, Inc. He brings over 20 years of investment experience.
Prior to joining Yorkville, Mr. Lavery was a Portfolio Manager, North American Equities and Head of Research at a boutique mutual fund company.
He was also a Portfolio Manager at BMO Harris Investment Management, where he launched, managed and conducted equity research for portfolios in support of $11 billion in assets.
He began his investment career as a Research Analyst at a boutique brokerage firm, after working as an engineer in the information technology field.
He obtained an Honours Bachelor of Science degree in Electrical Engineering from Queen’s University and an MBA from the Schulich School of Business.
He also holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) professional designations from the CFA Institute and Market Technicians Association.
Former positions of Brian Douglas Lavery
| Companies | Position | End |
|---|---|---|
Yorkville Asset Management, Inc.
 Yorkville Asset Management, Inc. Investment ManagersFinance Yorkville Asset Management, Inc. (Yorkville) is a Canadian independent investment firm headquartered in Toronto, Ontario. The firm was founded by Hussein Amad 2010. Yorkville aims to help high net worth individuals, foundations, institutions, and family offices achieve their financial goals through wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services. | Portfolio Manager-Equities | 31/12/2020 |
Stone Asset Management Ltd.
 Stone Asset Management Ltd. Investment ManagersFinance Stone Asset Management Ltd. (SAM) is a mutual fund manager and investment advisor headquartered in Toronto, Ontario. The firm is a wholly-owned subsidiary of Stone Investment Group Ltd., an independent, Canadian-owned financial services firm. SAM was founded by Richard Stone in 1999, and provides investment management services via distinctive investment mandates to institutional and private clients. The firm is advisor to the Stone family of mutual funds. | Portfolio Manager-Equities | - |
Training of Brian Douglas Lavery
| Queen's University | Undergraduate Degree |
| The Schulich School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Stone Asset Management Ltd.
Stone Asset Management Ltd. Investment ManagersFinance Stone Asset Management Ltd. (SAM) is a mutual fund manager and investment advisor headquartered in Toronto, Ontario. The firm is a wholly-owned subsidiary of Stone Investment Group Ltd., an independent, Canadian-owned financial services firm. SAM was founded by Richard Stone in 1999, and provides investment management services via distinctive investment mandates to institutional and private clients. The firm is advisor to the Stone family of mutual funds. | Finance |
Yorkville Asset Management, Inc.
Yorkville Asset Management, Inc. Investment ManagersFinance Yorkville Asset Management, Inc. (Yorkville) is a Canadian independent investment firm headquartered in Toronto, Ontario. The firm was founded by Hussein Amad 2010. Yorkville aims to help high net worth individuals, foundations, institutions, and family offices achieve their financial goals through wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services. | Finance |
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