Brian Thompson, CFP®, CFA

Relationship Manager

Brian Thompson is a Relationship Manager at Lake Street Advisors. He is responsible for developing, implementing, and overseeing wealth management strategy and family office services for his clients.

Brian joined Lake Street in 2012 as a Financial Planner, and was promoted to Relationship Manager in 2018. Brian particularly enjoys working with clients to determine what they want to achieve with their wealth, and working with service providers to find strategies that enhance the overall financial well-being of his clients.

Originally from Massachusetts, Brian earned his BS in finance and economics from the Peter T. Paul School (formerly WSBE) at the University of New Hampshire. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® Charterholder, and is a member of CFA Society Boston. Brian lives in Portsmouth, NH, with his fiancée, Grace, and their dog, Rosie. When outside the office, Brian enjoys beach walks with his dog, and spending time outside with friends.