Entries by Amanda Roque

On The Street Monthly – Monumental Legislation: The Bipartisan Infrastructure Bill

Congress passed the Bipartisan Infrastructure Deal (Infrastructure Investment and Jobs Act) on November 6th. This $1.2 trillion package is one of the largest ever passed, and it represented a key economic milestone for The Biden Administration. According to the White House, the bill will “rebuild America’s roads, bridges, and rails, expand access to clean drinking […]

ON THE STREET MONTHLY – FULL STEAM AHEAD: STRONG CORPORATE EARNINGS AND ECONOMIC OPTIMISM LEAD INTO THE NEXT QUARTER

Third quarter earnings are led by strong performance in the financial sector looking towards a staggering 45% year-over-year growth for corporate earnings according to Fidelity. This is the fourth quarter in a row that corporate earnings trended towards a surprise upside, helped in large part by a strong boost in commodity prices due to increased […]

LAKE STREET WELCOMES BRIAN DEGRADO AND STEVE WEBER

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 […]

ON THE STREET MONTHLY – INVESTORS FLOCK TO STOCKS PUSHING OTHER ASSET CLASSES TO RECORD VALUATIONS

August continues the trend of all-time highs for the equity markets, which is boosting confidence in derivatives, cryptocurrencies, and other alternative investments. The combination of strong consumer demand, impressive Q2 quarterly earnings, and economic optimism pushed the Dow Jones, Nasdaq, and S&P 500 to record highs, thanks in large part to outperformance by many financial […]

LAKE STREET WELCOMES ANUJ GROVER

Anuj brings deep industry knowledge to the group having served in many facets of asset and wealth management the past 20 years; the last eight with Wells Fargo.  “We continue to see the most talented advisors leaving the wirehouses for independence.  Carrying the label of a fiduciary and operating in an environment without conflicts of […]

Join Our Growing Team!

Position: Tax Manager Job Description: Lake Street is looking for an experienced tax professional with an entrepreneurial spirit to help launch “Lake Street Tax & Family Office Services” to complement our rapidly growing wealth management business. Lake Street is approaching $1 billion in client assets under management, representing 400 households across 37 states. This individual […]