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1st Quarter 2023

Happy New Year! Welcome to the first Inside Look of 2023. In this edition, we provide an important update for our firm.

Lake Street Update

On behalf of the entire team at Lake Street, I am very excited to announce that I have stepped into the Managing Partner role, effective January 1st!
Next month marks Lake Street’s 20th anniversary, and I’ve been fortunate to be a part of the journey for more than half of that time.  The firm has grown and evolved in many ways – we now support more client families than ever, we have grown our team to 45 employees, and we have developed a terrific culture.
When supporting our clients, we endeavor to preserve and grow wealth.  In my role as Managing Partner, my duty is to preserve and grow all aspects of Lake Street – our culture, our team, our service offering, and more.  With growth comes challenges and opportunities.  Through Buddy’s stable leadership, Lake Street has successfully navigated challenges and seized the many opportunities which we have created for ourselves.  I am now presented with the opportunity to lead Lake Street into our third decade, for which I am grateful.  While I don’t know what specific challenges lie in the years ahead, I have been preparing for this role in various ways throughout my career, and Buddy and I have been working on the transition plan and preparing for over a year.  Last quarter, I spent one-on-one time with each team member to learn about what is working well, and what challenges exist so that I can remove obstacles and help us thrive as individuals and as a firm.  
Buddy continues to be a dedicated Partner at Lake Street and will shift his focus to continuing to improve our investment strategy and research, as well as serving clients in his capacity as Partner and Investment Advisor.  I would like to thank Buddy for his leadership and mentoring over the years, and I look forward to continuing to work together. 
As always, I am available to discuss any questions which might arise.



Joe Chase


Read the full press release here.

Awards & Accolades

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We are thrilled to share that Lake Street Advisors has been ranked #45 on Forbes list of America’s Top RIA Firms of 2022. This Forbes list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms.

Lake Street’s mission is to be indispensable to the clients that we serve, so it is an incredible honor to be recognized on this list. A huge congratulations to our team and our peers who were also recognized!

See the full list here.

Charitable Giving

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In the spirit of giving this past holiday season, the team at Lake Street held our annual company wide fundraiser for the NH Food Bank and The Greater Boston Food Bank. We raised enough funds to donate 8,040 meals to our neighbors in need! A huge thank you to our team for their generous contributions!

In case you missed it

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Check out our most recent blog post where we conducted an interview with family wealth psychologist, Dr. James Grubman. Dr. Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors who serve them. In this interview, Dr. Grubman takes us through the evolution of family wealth advising from its early development to its current pivotal time in our industry.