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    Lake Street Celebrates 20 Years of Business Excellence 

    February 7, 2023

    Lake Street Advisors has reached an exciting milestone as the firm celebrates 20 years in business.

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    Lake Street Advisors Continues to Expand with Partner Addition 

    January 5, 2023

    Lake Street Advisors is pleased to announce the promotion of Shawn Valliere, JD to Partner. 

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    Lake Street Advisors Announces New Managing Partner

    January 4, 2023

    Lake Street Advisors is proud to announce that Joe Chase has stepped into the Managing Partner role, effective January 1st, 2023. 

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    Lake Street Named One of America's Top RIA's from Financial Advisor Magazine

    August 4, 2022

    Lake Street Advisors has once again been named one of America's Top RIA's from Financial Advisors Magazine for 2022.

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    Lake Street Advisors Featured in Canoe Case Study

    May 18, 2022

    Lake Street Advisors has been featured in Canoe's latest case study. This case study outlines how Lake Street centralized  alternatives data and document management by leveraging the capabilities of both Canoe and Addepar technologies.

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    Joe Chase Named to NH Union Leader's 40 Under Forty Class of 2022

    January 23, 2022

    Lake Street Advisors partner, Joe Chase, receives honor of being recognized as part of New Hampshire Union Leader’s 40 Under Forty Class of 2022.

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    Lake Street Advisors Recognized Among FA's Top 50 Fastest-Growing Firms

    July 19, 2021

    Lake Street is excited to share that it has been recognized as No. 16 on Financial Advisor Magazine's 2021 Top 50 Fastest-Growing Firms list. 

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    Joseph Chase Speaks With the Boston Business Journal

    April 16, 2021

    Lake Street Advisors Partner, Joseph Chase speaks with the Boston Business Journal about the narrative presented by a SPAC versus that of candidates in the traditional IPO process. 

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    Lake Street Advisors Founder and Partner Retiring at End of 2020

    Jul 31, 2020

    Lake Street Advisors announces the year-end retirement of Founder and Partner Greg Van Slyke.

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    Lake Street Advisors Expands with Partner Addition

    Feb 04, 2020

    Lake Street Advisors, a wealth and investment advisory firm founded in 2003, announces the promotion of Joseph W. Chase, CFA to Partner, effective January 1, 2020.

    Focus Financial Partner

    Information on this website is directed toward U.S. residents only. Lake Street Advisors Group, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.  Please note that the information contained in or linked to this site is not intended to be taken as investment, accounting, tax or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal or other competent advisors.

    *Lake Street Advisors, LLC was originally formed in 2003. In April 2017, Lake Street Advisors, LLC withdrew its registration and became registered as Lake Street Advisors Group, LLC when the firm joined Focus Financial Partners.

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