Brian Lomax

Brian Lomax, CFA, CAIA, currently serves as a Senior Portfolio Manager at Wealth Enhancement Group, overseeing equity and fixed income portfolios with a focus on large cap stocks and investment grade bonds since November 2020. Prior experience includes roles as a Portfolio Manager at 10-15 Associates, where concentrated portfolios were developed using both fundamental and quantitative methods, and as Managing Director at Sagacity Management LLC, where Brian was instrumental in launching the PMAM US Long-Short SMid Cap Equity Fund. Previous positions also include Portfolio Manager at AllianceBernstein, where Brian authored published investment strategies, Research Consultant at Pegasus Research LLC, and Portfolio Manager at SEB, managing US large cap and mid cap portfolios. Brian began a career in finance as an Investment/Financial Analyst at Allstate, after earning a Bachelor of Commerce degree from Queen's University.