Lavelle Asset Management LLC is a Single Family Office located in the Pacific Northwest. As an emerging and investment focused SFO, we specialize in Quantitative Investment Strategies & Portfolio Construction. We welcome the exchange of ideas with other Family Offices, so please reach out!
Dr. Brian A. Lavelle, DBA is the Managing Principal of Lavelle Asset Management LLC. He focuses on quantitative investment strategies and strategic asset allocation decisions. He is an Adjunct Professor at Bushnell University and has held positions at startups, in private wealth management, and in academia. He received his Doctorate from George Fox University, MBA from the University of Portland, and Bachelor of Science from the University of Oregon.
Joseph C. Lavelle is the General Counsel at Lavelle Asset Management LLC. He is also the Founding Attorney at Navigate Legal Services LLC, located in Salem, Oregon. Joseph holds a Juris Doctorate from the Willamette University College of Law, and a Bachelor of Art degree from Oregon State University.