Since joining Lake Street Advisors in 2007, Buddy Webb has rapidly progressed in his role, first starting as an Investment Analyst, then being promoted to Director of Investments, to now serving as Partner and Chief Investment Officer.
Key to Buddy’s growth and success over the years has been his honest, strategic approach when talking to clients about their portfolios. Focused on optimizing returns over market cycles while minimizing risk, Buddy brings a wealth of knowledge and a passion for finding the right strategy to Lake Street’s larger family clients—many worth upwards of $100 million.
Buddy is originally from Maine, and earned his BS from MIT and his MBA from Harvard Business School. He is a CFA® Charterholder and a member of CFA Society Boston. Buddy lives in Portsmouth, NH, with his wife, Jen, and their rescue dog, Gracie.