Brian J. Lasher work email
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I seek opportunities in the challenges clients encounter, exploring creative and prudent solutions to the complex issues at the intersection of their family, wealth and enterprise—where the rational and emotional create ever-evolving dynamics that need to be understood, respected and expertly managed.Whether working with a Forbes 400 family, a medical device pioneer, a real estate company executive or a national church endowment leader, I have developed a flexible approach to solving their specific needs:► Financial Planning: Assisted in the creation and management of a family’s grantor retained annuity trust (GRAT) related to a concentrated stock position to make gifts to the second generation with little or no gift tax consequences.► Risk Management: Recommended actions that resulted in CIG’s portfolios being down significantly less than the market’s peak drawdown of 35%+ in March 2020.► Business Consulting: Advised a fund manager to create a new product that won two awards in 2013: 1) Best Latin American Hedge Fund and 2) Best Emerging Markets Focused Fund.► Strategy Execution: Assisted a company founder break years of rigid thinking and territoriality by hiring new leadership and sourcing strategic consultants in marketing and human resources.M.B.A. from Columbia Business School and a B.S. in Mechanical Engineering from MIT.Expertise: Cross-functional Team Leadership • Producing Bottom-line Results • Effective Communication • Business Planning • Budgeting • Project Management • Operational Assessment & Execution • Portfolio Management • Process Improvement Consulting • Financial Reporting / Audits • Stakeholder Relations • Technology Implementation • Cash ManagementKnown for: Good Judgement • Leadership • Curiosity • Creativity • Perseverance • Persuasiveness
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Managing DirectorEuclid HardingNew York, Ny, Us -
Head Of Business Advisory, Wealth And Investment ManagementCig Capital Advisors May 2022 - PresentSouthfield, Mi, UsWealth Management, Asset Management and Business Advisory Services. Provide comprehensive financial planning, business consulting and sophisticated investment advice to successful entrepreneurs and senior executives. Unique to us is an extensive focus on medical professionals and their enterprises.► Team Management: Hired, trained, and mentored staff firm-wide at CIG while introducing and subsequently managing to best practices for increased efficiency and effectiveness.► Advisory: Provided leadership to advisors focused on engagements ranging from de novo enterprise creation, business valuation, and financial and operational upgrades, and sale/merger transactions.► Wealth: Reinforced CIG’s approach through collaboration among peers and across multi-disciplined teams to grow firm and “swim upstream” toward higher wealth-tier clients and their enterprises.► Strategy: Assisted a company founder break years of rigid thinking and territoriality by hiring new leadership and sourcing strategic consultants in marketing and human resources. -
Head Of Investment Strategy And Lead AdvisorCig Capital Advisors Aug 2018 - May 2022Southfield, Mi, Us► Recommended actions that resulted in CIG’s portfolios being down significantly less than the market’s peak drawdown of 35%+ in March 2020.► Provided consistent robust communication via regularly scheduled webinars, small group gatherings, letters and individual meetings with clients.► Established a set of Sharia-compliant ESG model portfolios which garnered 22 new clients in 6 months and satisfied significant client needs.► Launched and completed transferring custody from Bank of NY Pershing to Schwab, a massive infrastructure investment which was critical to CIG’s upgrading client service, during the COVID pandemic.► Developed and repositioned the investment strategy from an active to hybrid approach. Optimized team.* Investment Advisor Representative - CIG Asset Management, Inc.* Securities offered through CIG Securities, Inc., Member FINRA/SIPC.* Investment Advisory Services available through CIG Asset Management, Inc., a SEC Registered Investment Adviser.* Insurance Services provided by CIG Risk Management, Inc.* All Are Wholly Owned Subsidiaries of CIG Capital Advisors, Inc.
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Managing DirectorEuclid Harding Investments Jan 2016 - PresentWilton, Connecticut, Us
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Chief Investment OfficerRueone Investments Aug 2016 - Mar 2018New York, Ny, UsPrivate Equity Firm Offering Direct Investments to Institutions and Family Offices.Oversee investments and implement the firm’s unique strategy in private equity, venture capital and real estate.► Leveraged the vision of the firm’s founder – invest alongside our clients in every deal; pair experts with each transaction; provide institutional-quality research so investors can make informed decisions; and align our interests fully with clients.► Created the investment strategy from scratch – developed network of over 100 high-quality deal providers; crafted processes related to research, negotiation, structuring and monitoring; produced marketing materials for investors; and drafted legal documents.► Offered a broad range of compelling investments – a homeland security start-up; 3 infrastructure companies, 2 energy companies, a suburban office building, a communications firm, 2 multi-family communities, a hotel investment and a medical device company.► Directed $40MM late-stage venture financing for a company pioneering the use of advanced technologies for the automatic detection of nuclear and nonnuclear hazardous materials, as well as all manner of contraband in land, sea, and air cargo. -
Principal, Investment ResearchFederal Street Partners, Llc May 2007 - Jun 2016Multi-Asset Class, Multi-Manager Portfolios and Advisory. Peak AUM $3.1B.Key leader on the research team and member of the investment committee. Managed portfolios for individuals and institutions. Researched hedge fund and traditional, long-only strategies on a global basis, including Emerging Markets. ► Recommended specific operational changes prior to 2008 financial crisis for a $3.1B investment management organization, which facilitated ongoing portfolio integrity and satisfied client redemptions.► Advised a fund manager to create a new product that won two awards: 1) Best Latin American Hedge Fund - Hedge Funds Review Americas, 2013 and 2) Best Emerging Markets Focused Fund - S&P Capital IQ/New Legacy, 2014. My investors were rewarded with generous returns: 14.7% in 2013 vs. -13.2% (-4.33% local) for the index.► Invested in an Emerging Markets Distressed Debt Manager post 2008 financial crisis and after most of his investors had left. My clients enjoyed 13.2%+ annualized returns for almost 7 years vs. -0.1% for the equity index and 6.0% for the bond index.► Led implementation of Risk Plus quantitative system to conduct in-depth risk assessment of firm’s portfolios including factor analysis and fat-tailed risk statistics to eliminate two high risk managers that subsequently had significant volatility and losses.
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Managing Director - InvestmentsAetna Jul 2004 - Apr 2007Hartford, Connecticut, UsAetna Capital Management subsidiary. Hedge Fund of Funds, Spun-off from Aetna. Peak AUM $700MM.Investment Committee Member — approved investments, researched fund managers, oversaw from one-quarter to a half of the portfolio, across multiple investment strategies.► Recommended significant improvements to ACM’s due diligence and background checking processes, preventing investment in at least one fraud.► Established ACM’s first external client relationship with a major Southeastern US consulting firm, ultimately resulting in the launch of a new fund product. -
Vice President, InvestmentsThe Taubman Asset Group Aug 1998 - Jul 2004Bloomfield Hills, Michigan, Us -
Director, Corporate FinanceThe Taubman Asset Group Jun 1993 - Jul 1998Bloomfield Hills, Michigan, Us
Brian J. Lasher Skills
Brian J. Lasher Education Details
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Columbia Business SchoolAnd Investment Management -
Massachusetts Institute Of TechnologyMechanical Engineering
Frequently Asked Questions about Brian J. Lasher
What company does Brian J. Lasher work for?
Brian J. Lasher works for Euclid Harding
What is Brian J. Lasher's role at the current company?
Brian J. Lasher's current role is Managing Director.
What is Brian J. Lasher's email address?
Brian J. Lasher's email address is br****@****one.com
What is Brian J. Lasher's direct phone number?
Brian J. Lasher's direct phone number is +164674*****
What schools did Brian J. Lasher attend?
Brian J. Lasher attended Columbia Business School, Massachusetts Institute Of Technology.
What are some of Brian J. Lasher's interests?
Brian J. Lasher has interest in Science And Technology, Education, Arts And Culture.
What skills is Brian J. Lasher known for?
Brian J. Lasher has skills like Asset Management, Portfolio Management, Capital Markets, Asset Allocation, Due Diligence, Equities, Fixed Income, Alternative Investments, Private Equity, Corporate Finance, Investments, Mutual Funds.
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