Lake Street is proud to congratulate Justin Terzo, one of its founding partners, on being appointed a 2018 Five Star Wealth Manager1. The award recognizes wealth managers who provide quality services to their clients. Criteria for the award include assets under management, client retention, and a thorough regulatory and complaint review. “I’m honored to be […]
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 […]
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 […]
