Lake Street Advisors

Financial Services - Portsmouth, NH, US

Lake Street Advisors Employees
Jennifer Hughes

Investment Analyst

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Beth Delano

Client Service Analyst

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Nicole Dunlevy

Business Development Analyst

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Jaclyn Hirl

Financial Planner

Contact Jaclyn Hirl

Matthew Kreger

Director Of Operations

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Brian Thompson

Relationship Manager

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Jared Markson

Relationship Manager and Financial Planning Group Manager

Contact Jared Markson

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Lake Street Advisors Senior Management
Carolyn Decker

Owner, Relationship Manager

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Brian Durkin

Chief Compliance Officer & Chief Financial Officer

Contact Brian Durkin

Greg Van Slyke

Partner, Founder

Contact Greg Van Slyke

Greg Slyke

Partner, Founder

Contact Greg Slyke

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Lake Street Advisors Details

Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003. From years of working with founders, CEOs, and early investors, they have significant experience with financial strategies unique to early-stage and growth-stage companies. Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.

Lake Street Advisors logo, Lake Street Advisors contact details
Employees: 50 - 99
HQ: 617-303-5100
Location: Portsmouth, NH, US
Revenue: 5 - 10 Million
We take a holistic approach to a client’s wealth. We apply a full range of services including tax planning family governance investments cash/debt/expense management estate/gift/charitable insurance We take a holistic approach to your wealth and apply a full range of services including cash debt and expense management; estate Financial Services Financial Advisory Services
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