Lavelle Asset Management LLC is a Single Family Office that operates as a Virtual SFO. As an investment focused SFO, we specialize in Quantitative Investment Strategies & Portfolio Construction. We welcome collaboration and the exchange of ideas with other Family Offices & Institutional Investors, 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. Dr. Lavelle was previously a university professor and has held positions at startups and private wealth management. 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, his law practice 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.