Lake Street is excited to welcome private wealth veterans, Brian DeGrado and Steve Weber, to the team! Brian will join the firm as a Senior Vice President with 20+ years of experience counseling ultra-high net worth individuals and their families. Steve has been working alongside Brian the past year 5 years at both JPMorgan and Raymond James and will carry the title of Senior Client Associate. This duo is a testament to the culture we are building at Lake Street, combining the individual strengths and skill set of multiple team members to best serve and prepare our clients for the future.
“I knew soon after meeting Justin and Joe that this was the right fit for a variety of reasons. In my pursuit to provide the best possible advice to clients, as a fiduciary, I felt the platform Lake Street created covered all the bases. This group is filled with likeminded individuals, who see the investment landscape is changing and are evolving to help better serve client needs,” says Brian DeGrado, Senior Vice President. In this new format, I’m able to bring a fresh perspective, niche investment opportunities, and a team approach to clients. At their core, Lake Street advocates for a customized financial plan at the heart of every relationship, something I’m very familiar with and exactly how I’ve always operated my business.”
