Justin Terzo Wins 2018 Five Star Wealth Manager Award

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 […]

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 […]