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Brian Lomax | Wealth Enhancement Group

Brian Lomax

Senior Portfolio Manager

CFA®, CAIA

A seasoned portfolio manager and investment strategist, Brian has been in the asset management business since 1992 and joined Wealth Enhancement Group through the 10-15 Associates merger. He gained valuable experience managing funds at places such as Picton Mahoney Asset Management, where he successfully launched and ran a U.S. equity hedge fund that outperformed peers, and AllianceBernstein, where he authored investment strategy pieces and engaged institutional clients. Brian is married with twin daughters and lives in Short Hills, NJ.

  • BCom, Queen’s University in Canada
  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst

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Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Goshen, Tarrytown and Fishkill office advisors are not affiliated with LPL Financial.

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