Prior to retiring in 2009, Mr. Lavelle was a part of the institutional research division of Citigroup, Inc. and several of its predecessor entities for over 40 years.
This includes serving as Director of Institutional Equities for Citigroup Global Markets Inc. from 1997 to 2009. Mr. Lavell has also served as an Independent Trustee for the Broadview Funds Trust (an open-end investment company with one series) and an Independent Trustee for USFS Funds Trust (an open-end investment company with two series).
The Bluestone Community Development Fund is distributed by Foreside Fund Services, LLC which is not affiliated with Equalize Capital or any affiliate. Foreside is not a registered investment advisor and does not provide investment advice.
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