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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 creates and maintains a personalized investment portfolio on their client’s behalf. In this process, the firm’s experienced team of professionals evaluates client investment objectives and goals, along with their risk tolerance, to specifically tailor their portfolio. | Portfolio Manager-Equities | 01/01/2021 |
Stone Asset Management Ltd.
 Stone Asset Management Ltd. Investment ManagersFinance SAM is an active investor which seeks for companies with attractive growth prospects. These companies are often underrepresented in a passive portfolio. Their approach is based on an understanding of the relationship between the price of growth and the value of growth. The firm prudently diversifies portfolios without over-diversifying them. SAM employs fundamental analysis that is complemented with quantitative and technical analysis. They look for above-average, long term performance, while providing their clients with stable consistent portfolio returns. | Portfolio Manager-Equities | - |
Training of Brian Douglas Lavery
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Stone Asset Management Ltd.
Stone Asset Management Ltd. Investment ManagersFinance SAM is an active investor which seeks for companies with attractive growth prospects. These companies are often underrepresented in a passive portfolio. Their approach is based on an understanding of the relationship between the price of growth and the value of growth. The firm prudently diversifies portfolios without over-diversifying them. SAM employs fundamental analysis that is complemented with quantitative and technical analysis. They look for above-average, long term performance, while providing their clients with stable consistent portfolio returns. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Yorkville Asset Management, Inc.
Yorkville Asset Management, Inc. Investment ManagersFinance Yorkville creates and maintains a personalized investment portfolio on their client’s behalf. In this process, the firm’s experienced team of professionals evaluates client investment objectives and goals, along with their risk tolerance, to specifically tailor their portfolio. | Finance |
The Schulich School of Business
 The Schulich School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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