Justin Terzo is the Co-Founder and Managing Partner at Lake Street. He brings more than a decade of financial management experience, assisting private clients and institutions in making highly complex, analytical and transformative financial decisions. Understanding that each client’s financial situation is unique, Justin stresses the importance of customizing a wealth management strategy that aligns with the specific goals and objetives for each and every client.

In his role as Chief Investment Officer, Justin supports the construction and on-going management of client portfolios within the firms’s in-house discretionary investment managment programs. Known for this attention to detail, Justin also is responsible for vetting new investment sources and techology partners to provide greater proficiency in inbestment research, operations and portfolio management.

Prior to the foundation of the Lake Street, Justin served as a Vice President with Merrill. He earned dual bachelor’s degrees in finance and accounting from Indiana University’s Kelley School of Business.

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