Despite the trade war with China heating up again unexpectedly and the market pulling back slightly last week, it is a good opportunity to stop and reflect that is has been a remarkably strong year in the market. Nearly every sector rose in the double digits and nearly every asset class has been solidly positive […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2019-11-25 16:22:002020-11-05 13:53:25A Lot to be Thankful For
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 […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00westcottadminhttps://lakest.com/wp-content/uploads/lake-street-logo.pngwestcottadmin2019-04-18 09:00:182020-03-26 11:01:55Rich O’Hara Joins the Lake Street Alliance
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 […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2018-12-04 13:31:002020-03-26 11:02:04Justin Terzo Wins 2018 Five Star Wealth Manager Award
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 […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00westcottadminhttps://lakest.com/wp-content/uploads/lake-street-logo.pngwestcottadmin2018-09-14 09:00:432020-03-26 11:02:19Don Roseen Joins the Lake Street Alliance
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 […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00westcottadminhttps://lakest.com/wp-content/uploads/lake-street-logo.pngwestcottadmin2018-05-16 21:00:452020-03-26 11:02:37What’s in a Name? The Origin of Lake Street Financial
A Lot to be Thankful For
Despite the trade war with China heating up again unexpectedly and the market pulling back slightly last week, it is a good opportunity to stop and reflect that is has been a remarkably strong year in the market. Nearly every sector rose in the double digits and nearly every asset class has been solidly positive […]
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 […]
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 […]