Family Office

Lake Street

Lake Street, established in 2017, is an independent wealth management firm based in Chicago, Illinois, US. CIO Justin M. Terzo leads the firm's investment approach. Prior to co-founding Lake Street, Justin worked for Merrill as a vice president. He is a member of the James Banks Foundation Board of Directors, a nonprof…

Assets Under Management

$250M-$1B

Headquarters

Chicago, Illinois

Website

lakest.com

Asset classes & sectors

Alternative InvestmentsFixed incomeHedge FundsPrivate EquityPrivate PlacementReal Estate

Decision-makers

Ryan Todd

Private Wealth Advisor

Joseph David Stock

CHIEF COMPLIANCE OFFICER

Justin Michael Terzo

CHIEF INVESTMENT OFFICER

Anuj Grover

Private Wealth Advisor

Brian DeGrado

Senior Vice President & Private Wealth Advisor

Justin Terzo

Managing Partner, Co-Founder & Chief Investment Officer

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