Entries by westcottadmin

Rich O’Hara Joins the Lake Street Alliance

Lake Street welcomes Rich O’Hara of Clarity Financial Group as a new member of the Lake Street Alliance. Independent advisors who join the Lake Street Alliance have access to a comprehensive support platform that enables them to do what they do best: work with their clients. Rich formed Clarity Financial Group, an independent affiliate of […]

Don Roseen Joins the Lake Street Alliance

Lake Street is pleased to welcome Don Roseen of Elarin Wealth Advisors to the Lake Street Alliance. A 35-year veteran in the investment industry, Don has led many clients to long-term financial success during his career. Don brings extensive knowledge in capital markets, both in research and execution, as well as advice and guidance. “We […]

What’s in a Name? The Origin of Lake Street Financial

Ever wonder how Lake Street was selected as the name of Chicago’s bespoke investment firm? Back in 2017, along one of Chicago’s most prominent and industrious streets, a unique investment firm began to take shape. Joseph Stock and Justin Terzo, former Merrill advisors, had a vision to create an independent investment firm to be located […]