Brian M. Lavoie joined Laurel Wealth as its Director of Operations on April 13, 2019. Brian M. Lavoie possesses more than 20 years’ experience in the Financial Services industry. He was the Chief Operations Officer and a Financial Advisor with Coastwise Capital Group, LLC in La Jolla, California. At Coastwise, he was responsible for the oversight and processing of daily operations, including compliance, policy and procedure implementation, reporting, accounting, portfolio management and trading, and industry and company analysis for the clients and the firm. He previously worked in Mutual Fund & Custody accounting at Investors Bank & Trust in Boston, MA, and Dublin, Ireland, at JP Morgan in Boston, MA in a mutual fund pricing and asset maintenance support capacity, and at DB HedgeWorks in Carlsbad, CA, in product development and product integration.
Brian is a graduate of Providence College, Providence, RI. He was born and raised in Boston, MA, and now resides in North Park, San Diego, with his wife, Laura, and two sons, Luke and Beckett. In his spare time, Brian enjoys golfing, photography, playing guitar, and cooking.