Justin M. Terzo, CPA
Managing Partner | Private Wealth Advisor
Justin is a Co-Founder and Managing Partner at Lake Street. He brings two decades 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 objectives 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 firm’s in-house discretionary investment management programs. Known for his attention to detail, Justin is also responsible for vetting new investment sources and technology partners to provide greater proficiency in investment research, operations and portfolio management.
Prior to co-founding Lake Street, Justin served as Vice President with Merrill. He earned dual bachelor’s degrees in finance and accounting from the Kelley School of Business at Indiana University and holds the Certified Public Accountant (CPA) designation. Justin has been recognized in many top advisor rankings including Forbes “Best-In-State Wealth Advisor” and “Top Next-Generation Wealth Advisor” lists – accomplishments he attributes to the personal and professional bonds he develops with his clients.1 Justin is a member on the Board of Directors of the James Banks Foundation, a nonprofit organization supporting animal welfare both domestically and abroad.
1 Please refer to the full disclosure page for the source and selection criteria of these rankings. Full disclosures can be found here.
Justin M. Terzo, CPA
Managing Partner | Private Wealth Advisor
Justin is a Co-Founder and Managing Partner at Lake Street. He brings two decades 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 objectives 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 firm’s in-house discretionary investment management programs. Known for his attention to detail, Justin also is responsible for vetting new investment sources and technology partners to provide greater proficiency in investment research, operations and portfolio management.
Prior to co-founding Lake Street, Justin served as Vice President with Merrill. He earned dual bachelor’s degrees in finance and accounting from the Kelley School of Business at Indiana University and holds the Certified Public Accountant (CPA) designation. Justin has been recognized in many top advisor rankings including Forbes “Best-In-State Wealth Advisor” and “Top Next-Generation Wealth Advisor” lists – accomplishments he attributes to the personal and professional bonds he develops with his clients.1 Justin is a member on the Board of Directors of the James Banks Foundation, a nonprofit organization supporting animal welfare both domestically and abroad.
1 Please refer to the full disclosure page for the source and selection criteria of these rankings. Full disclosures can be found here.