Lake Street Advisors, LLC
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Lake Street Advisors, LLC Employees
Employee
Years
Job
Industry
Bob Goyette, CFP®, CPA, PFS Bob Goyette, CFP®, CPA, PFS's Lake Street Advisors, LLC Experience February 2003 - Present
Job Founder, Coowner and Manager at Lake Street Advisors, LLC
Industry Financial Services
Experience
Lake Street Advisors, LLC February 2003 - Present
Education
North Carolina State University
Bachelor of Arts (B.A.)
University of New Hampshire
Master of Business Administration (MBA)
Lake Street Advisors, LLC February 2003 - Present
Education
North Carolina State University
Bachelor of Arts (B.A.)
University of New Hampshire
Master of Business Administration (MBA)
Caroline Brooks Caroline Brooks's Lake Street Advisors, LLC Experience August 2012 - November 2013
Job Wealth Strategies Analyst at US Trust
Industry Financial Services
Experience
Lake Street Advisors, LLC August 2012 - November 2013
The Ayco Company, L.P. - A Goldman Sachs Company June 2011 - August 2011
Connecticut Department of Public Health August 2010 - December 2010
City of Albany May 2010 - August 2010
Skills
Estate Planning, Investments, Finance, Financial Planners, Investment Strategies, Asset Allocation, Tax Law, Trusts, Charitable Gift Planning, Charitable Trusts, Strategic Financial..., Estate Tax Planning
Education
Western New England University School of Law 2009 — 2012
JD
Western New England University 2009 — 2012
Master of Business Administration (MBA)
University at Albany 2006 — 2009
B.A.
Lake Street Advisors, LLC August 2012 - November 2013
The Ayco Company, L.P. - A Goldman Sachs Company June 2011 - August 2011
Connecticut Department of Public Health August 2010 - December 2010
City of Albany May 2010 - August 2010
Skills
Estate Planning, Investments, Finance, Financial Planners, Investment Strategies, Asset Allocation, Tax Law, Trusts, Charitable Gift Planning, Charitable Trusts, Strategic Financial..., Estate Tax Planning
Education
Western New England University School of Law 2009 — 2012
JD
Western New England University 2009 — 2012
Master of Business Administration (MBA)
University at Albany 2006 — 2009
B.A.
Emmett Maguire III, CFA's Lake Street Advisors, LLC Experience November 2011 - Present
Job Senior Investment Analyst at Lake Street Advisors, LLC
Industry Investment Management
Experience
Lake Street Advisors, LLC November 2011 - Present
Twin Focus Capital Partners September 2009 - November 2011
Bank of America/ Merrill Lynch April 2007 - September 2009
Wollaston Golf Club 1996 - 2002
Skills
Asset Allocation, Portfolio Management, Portfolio Strategy, Investment Strategies, Due Diligence, Behavioral Finance, Investment Writing, Technical Analysis, Alternative Investments, Options Strategies, Equities, Fixed Income, Factset, Bloomberg, Zephyr Style Advisor, Investments, Equity Research
Education
Bentley University 2003 — 2005
BS, Finance
Xaverian Brothers High School 1996 — 2000
HS Diploma
Lake Street Advisors, LLC November 2011 - Present
Twin Focus Capital Partners September 2009 - November 2011
Bank of America/ Merrill Lynch April 2007 - September 2009
Wollaston Golf Club 1996 - 2002
Skills
Asset Allocation, Portfolio Management, Portfolio Strategy, Investment Strategies, Due Diligence, Behavioral Finance, Investment Writing, Technical Analysis, Alternative Investments, Options Strategies, Equities, Fixed Income, Factset, Bloomberg, Zephyr Style Advisor, Investments, Equity Research
Education
Bentley University 2003 — 2005
BS, Finance
Xaverian Brothers High School 1996 — 2000
HS Diploma
Nicholas Bagley's Lake Street Advisors, LLC Experience February 2015 - Present
Job Investment Operations Intern at Lake Street Advisors, LLC
Industry Investment Banking
Experience
University of New Hampshire May 2015 - Present
Atkins Investment Group May 2015 - Present
Atkins Investment Group May 2015 - Present
Lake Street Advisors, LLC February 2015 - Present
Atkins Investment Group January 2015 - May 2015
University of New Hampshire Campus Recreation September 2014 - May 2015
Skills
Financial Analysis, Economics, Financial Accounting, Value Investing, Investments, Microeconomics, Macroeconomics, Microsoft Excel, Leadership, Teamwork, Microsoft Word, Microsoft Office, Microsoft PowerPoint, Social Media, Time Management, Research, Data Analysis, Morningstar
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2014 — 2017
Bachelor of Science (BS), Economics
Wheaton College (MA) 2013 — 2014
University of New Hampshire May 2015 - Present
Atkins Investment Group May 2015 - Present
Atkins Investment Group May 2015 - Present
Lake Street Advisors, LLC February 2015 - Present
Atkins Investment Group January 2015 - May 2015
University of New Hampshire Campus Recreation September 2014 - May 2015
Skills
Financial Analysis, Economics, Financial Accounting, Value Investing, Investments, Microeconomics, Macroeconomics, Microsoft Excel, Leadership, Teamwork, Microsoft Word, Microsoft Office, Microsoft PowerPoint, Social Media, Time Management, Research, Data Analysis, Morningstar
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2014 — 2017
Bachelor of Science (BS), Economics
Wheaton College (MA) 2013 — 2014
Lucas Sitterly's Lake Street Advisors, LLC Experience May 2014 - December 2014
Job Database Administrator (DBA)
Industry Information Technology and Services
Experience
Hemenway & Barnes, LLP January 2015 - Present
Lake Street Advisors, LLC May 2014 - December 2014
EBSCO Information Services December 2013 - February 2014
McKesson October 2010 - December 2013
athenahealth May 2010 - October 2010
athenahealth June 2009 - May 2010
MBNA / Bank of America June 2005 - June 2009
State of Vermont September 2003 - June 2004
Skills
Microsoft Office, Call Centers, Access, Risk Management, Customer Service, Outlook, Reporting & Analysis, Process Improvement, Data Analysis, HTML, Microsoft Excel, Healthcare, Insurance, Global Perspective, Team Building, Conflict Resolution, Financial Analysis, Query Optimization, Financial Reporting, Database Design, Query Writing, Coaching, Database Queries, Adobe Acrobat, PowerPoint, Call Center, Microsoft Word, Tableau, CRM, Oracle, Atlassian JIRA, JIRA, Confluence, IBM UniVerse, Viso, Kronos, InfoPath, SharePoint, VBA, SQL, Proactive self-starter, Project Management, Visio, MS Project, Analysis, Databases, Finance, Banking, Training, Leadership
Education
Eastern Maine Community College 2004 — 2005
Business Managment
Vermont Correctional Academy 2003 — 2003
Diploma, Law Enforcement
Norwich University 2002 — 2003
Criminal Justice
Ellsworth High School 1998 — 2002
Hemenway & Barnes, LLP January 2015 - Present
Lake Street Advisors, LLC May 2014 - December 2014
EBSCO Information Services December 2013 - February 2014
McKesson October 2010 - December 2013
athenahealth May 2010 - October 2010
athenahealth June 2009 - May 2010
MBNA / Bank of America June 2005 - June 2009
State of Vermont September 2003 - June 2004
Skills
Microsoft Office, Call Centers, Access, Risk Management, Customer Service, Outlook, Reporting & Analysis, Process Improvement, Data Analysis, HTML, Microsoft Excel, Healthcare, Insurance, Global Perspective, Team Building, Conflict Resolution, Financial Analysis, Query Optimization, Financial Reporting, Database Design, Query Writing, Coaching, Database Queries, Adobe Acrobat, PowerPoint, Call Center, Microsoft Word, Tableau, CRM, Oracle, Atlassian JIRA, JIRA, Confluence, IBM UniVerse, Viso, Kronos, InfoPath, SharePoint, VBA, SQL, Proactive self-starter, Project Management, Visio, MS Project, Analysis, Databases, Finance, Banking, Training, Leadership
Education
Eastern Maine Community College 2004 — 2005
Business Managment
Vermont Correctional Academy 2003 — 2003
Diploma, Law Enforcement
Norwich University 2002 — 2003
Criminal Justice
Ellsworth High School 1998 — 2002
Silas Nary's Lake Street Advisors, LLC Experience May 2003 - May 2012
Job Manager at Private Family Office
Industry Financial Services
Experience
Private Family Office July 2012 - Present
Lake Street Advisors, LLC May 2003 - May 2012
Skills
Investments, Investment Strategies, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Expense Management, Personal Budgeting, QuickBooks, Bill Paying, Debt Management, Debt Restructuring, Income Tax Planning, Estate Planning, Life Insurance, Charitable Gift Planning, Real Estate Transactions, Residency Transitions, Project Management, Yacht Management, Household Employees, LLCs, Property & Casualty..., Executive Compensation..., Employee Stock Options, Restricted Stock, Microsoft Excel, Bloomberg
Education
Babson College 2000 — 2004
BS, Finance
Private Family Office July 2012 - Present
Lake Street Advisors, LLC May 2003 - May 2012
Skills
Investments, Investment Strategies, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Expense Management, Personal Budgeting, QuickBooks, Bill Paying, Debt Management, Debt Restructuring, Income Tax Planning, Estate Planning, Life Insurance, Charitable Gift Planning, Real Estate Transactions, Residency Transitions, Project Management, Yacht Management, Household Employees, LLCs, Property & Casualty..., Executive Compensation..., Employee Stock Options, Restricted Stock, Microsoft Excel, Bloomberg
Education
Babson College 2000 — 2004
BS, Finance
Alison Hall Alison Hall's Lake Street Advisors, LLC Experience August 2011 - August 2012
Job Director of Investor Relations at Eastham Capital
Industry Public Relations and Communications
Experience
Eastham Capital October 2014 - Present
Eastham Capital August 2012 - Present
Lake Street Advisors, LLC August 2011 - August 2012
Wells Fargo Family Wealth and Private Bank October 2010 - August 2011
Gate Gourmet/Inflight Logistics - Sydney, Australia August 2009 - May 2010
Ray White Real Estate - Mascot/Maroubra, NSW October 2009 - March 2010
Skills
Event Planning, Event Management, Social Media, Facebook, Press Releases, Public Relations, Microsoft Office, Social Media Marketing, Marketing Strategy, Account Management, Marketing Communications, Marketing, Media Relations, Email Marketing, Copy Editing, Proofreading, Project Management, Adobe Creative Suite, Copywriting, Direct Marketing, Strategy
Education
Boston University 2007 — 2009
Masters, Public Relations
College of Charleston 2003 — 2007
BA, English, Corporate Communications
Eastham Capital October 2014 - Present
Eastham Capital August 2012 - Present
Lake Street Advisors, LLC August 2011 - August 2012
Wells Fargo Family Wealth and Private Bank October 2010 - August 2011
Gate Gourmet/Inflight Logistics - Sydney, Australia August 2009 - May 2010
Ray White Real Estate - Mascot/Maroubra, NSW October 2009 - March 2010
Skills
Event Planning, Event Management, Social Media, Facebook, Press Releases, Public Relations, Microsoft Office, Social Media Marketing, Marketing Strategy, Account Management, Marketing Communications, Marketing, Media Relations, Email Marketing, Copy Editing, Proofreading, Project Management, Adobe Creative Suite, Copywriting, Direct Marketing, Strategy
Education
Boston University 2007 — 2009
Masters, Public Relations
College of Charleston 2003 — 2007
BA, English, Corporate Communications
Kyle McKay's Lake Street Advisors, LLC Experience May 2011 - August 2011
Job Capital Markets Analyst
Industry Capital Markets
Experience
Citizens Capital Markets Group June 2013 - Present
Hughey Center for Financial Services May 2012 - May 2013
Capstone Partners LLC January 2012 - August 2012
Lake Street Advisors, LLC May 2011 - August 2011
West Glen Associates January 2011 - May 2011
Education
Bentley University 2009 — 2013
Bachelor of Science
Investment Banking Institute
Lorenzo De'Medici Institute
Citizens Capital Markets Group June 2013 - Present
Hughey Center for Financial Services May 2012 - May 2013
Capstone Partners LLC January 2012 - August 2012
Lake Street Advisors, LLC May 2011 - August 2011
West Glen Associates January 2011 - May 2011
Education
Bentley University 2009 — 2013
Bachelor of Science
Investment Banking Institute
Lorenzo De'Medici Institute
Jeremy Walla's Lake Street Advisors, LLC Experience June 2015 - Present
Job Financial Planning Intern at Lake Street Advisors, LLC
Industry Financial Services
Experience
Lake Street Advisors, LLC June 2015 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2015 — 2016
Master of Business Administration (M.B.A.)
Robert P. Stiller School of Business at Champlain College 2012 — 2015
Bachelor of Science (BS), Accounting
Lake Street Advisors, LLC June 2015 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2015 — 2016
Master of Business Administration (M.B.A.)
Robert P. Stiller School of Business at Champlain College 2012 — 2015
Bachelor of Science (BS), Accounting
Alexandra Lieto Alexandra Lieto's Lake Street Advisors, LLC Experience December 2011 - November 2012
Job Manager of Human Resources at ConvenientMD Urgent Care
Industry Hospital & Health Care
Experience
ConvenientMD Urgent Care May 2013 - May 2014
ConvenientMD Urgent Care October 2012 - May 2013
Lake Street Advisors, LLC December 2011 - November 2012
IOS Business Centers September 2010 - January 2012
Maxim Healthcare Services March 2010 - September 2010
Education
University of New Hampshire 2005 — 2009
BS, Health Management and Policy
ConvenientMD Urgent Care May 2013 - May 2014
ConvenientMD Urgent Care October 2012 - May 2013
Lake Street Advisors, LLC December 2011 - November 2012
IOS Business Centers September 2010 - January 2012
Maxim Healthcare Services March 2010 - September 2010
Education
University of New Hampshire 2005 — 2009
BS, Health Management and Policy
Brian Volonte Brian Volonte's Lake Street Advisors, LLC Experience September 2009 - May 2012
Job Student at Harvard Extension School
Industry Insurance
Experience
Boston Children's Hospital September 2015 - Present
Wellington Management March 2013 - August 2015
RiverStone Resources, LLC June 2012 - March 2013
Lake Street Advisors, LLC September 2009 - May 2012
Resolute Management, Inc. May 2009 - August 2009
Horizon Blue Cross Blue Shield of New Jersey May 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Mutual Funds, Investments
Education
Harvard Extension School 2014 — 2016
Postbaccalaureate Premedical Program
University of New Hampshire 2006 — 2010
B.S., Mathematics (Statistics) and Economics, 3.69/4.0
Boston Children's Hospital September 2015 - Present
Wellington Management March 2013 - August 2015
RiverStone Resources, LLC June 2012 - March 2013
Lake Street Advisors, LLC September 2009 - May 2012
Resolute Management, Inc. May 2009 - August 2009
Horizon Blue Cross Blue Shield of New Jersey May 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Mutual Funds, Investments
Education
Harvard Extension School 2014 — 2016
Postbaccalaureate Premedical Program
University of New Hampshire 2006 — 2010
B.S., Mathematics (Statistics) and Economics, 3.69/4.0
Judith Schreiber Rowland's Lake Street Advisors, LLC Experience January 2012 - November 2013
Job Managing Director & Director of Wealth Planning Strategy at Moody, Lynn & Lieberson, Inc.
Industry Investment Management
Experience
Moody, Lynn & Lieberson, Inc. April 2014 - Present
Lake Street Advisors, LLC January 2012 - November 2013
BNY Mellon Wealth Management January 2010 - January 2012
Tanager Financial/Wachovia/Wells Fargo September 2003 - January 2010
Merrill Lynch September 1999 - September 2003
Ernst & Young, LLP June 1995 - September 1999
Lasell College September 1991 - September 1993
Coopers & Lybrand September 1989 - September 1991
Skills
Estate Planning, Investments, Retirement Planning, Investment Advisory, Strategy, Financial Advisory, Wealth, High Net Worth..., Tax, Sales, Portfolio Management, Wealth Management, Alternative Investments, Securities, Project Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Asset Management, Series 7, Strategic Planning, Wealth Management..., Investment Management, Investment Strategies, Trusts, Hedge Funds, Retirement, 401k, Financial Planning
Education
Suffolk University Law School 1993 — 1996
JD, Law
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Moody, Lynn & Lieberson, Inc. April 2014 - Present
Lake Street Advisors, LLC January 2012 - November 2013
BNY Mellon Wealth Management January 2010 - January 2012
Tanager Financial/Wachovia/Wells Fargo September 2003 - January 2010
Merrill Lynch September 1999 - September 2003
Ernst & Young, LLP June 1995 - September 1999
Lasell College September 1991 - September 1993
Coopers & Lybrand September 1989 - September 1991
Skills
Estate Planning, Investments, Retirement Planning, Investment Advisory, Strategy, Financial Advisory, Wealth, High Net Worth..., Tax, Sales, Portfolio Management, Wealth Management, Alternative Investments, Securities, Project Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Asset Management, Series 7, Strategic Planning, Wealth Management..., Investment Management, Investment Strategies, Trusts, Hedge Funds, Retirement, 401k, Financial Planning
Education
Suffolk University Law School 1993 — 1996
JD, Law
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Joe Chase, CFA's Lake Street Advisors, LLC Experience August 2012 - Present
Job Investment Manager at Lake Street Advisors
Industry Investment Management
Experience
Lake Street Advisors, LLC August 2012 - Present
Kappa Properties, LLC December 2010 - Present
Ocean Lawn Enterprises August 2010 - August 2012
ByAllAccounts February 2010 - August 2010
NUA Advisors LLC June 2008 - February 2010
The Boston Society January 2009 - May 2009
Acronis July 2007 - January 2009
Skills
Bloomberg Terminal, Investment Strategies, Equity Research, Bloomberg, Portfolio Management, Excel, Microsoft Office, Salesforce.com, Investments, Mutual Funds, Analysis, Asset Allocation, Strategy, Equities, Finance, Trading, Financial Markets, Financial Analysis, Microsoft Excel, Financial Modeling, Alternative Investments, Financial Advisory, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2007 — 2009
BSBA, Finance
Proctor Academy 2003 — 2005
Lake Street Advisors, LLC August 2012 - Present
Kappa Properties, LLC December 2010 - Present
Ocean Lawn Enterprises August 2010 - August 2012
ByAllAccounts February 2010 - August 2010
NUA Advisors LLC June 2008 - February 2010
The Boston Society January 2009 - May 2009
Acronis July 2007 - January 2009
Skills
Bloomberg Terminal, Investment Strategies, Equity Research, Bloomberg, Portfolio Management, Excel, Microsoft Office, Salesforce.com, Investments, Mutual Funds, Analysis, Asset Allocation, Strategy, Equities, Finance, Trading, Financial Markets, Financial Analysis, Microsoft Excel, Financial Modeling, Alternative Investments, Financial Advisory, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2007 — 2009
BSBA, Finance
Proctor Academy 2003 — 2005
Sadie Holdridge's Lake Street Advisors, LLC Experience July 2009 - February 2014
Job Director of Financial Planning at Breed's Hill Capital
Industry Financial Services
Experience
Breed's Hill Capital September 2015 - Present
SJM Fiduciary Advisors February 2014 - August 2015
Lake Street Advisors, LLC July 2009 - February 2014
UBS July 2008 - April 2009
Franklin Portfolio Associates July 2006 - August 2007
Education
College for Financial Planning 2011 — 2012
Master's degree, Personal Financial Planning
Boston College 2004 — 2008
BS, Finance, Marketing
Breed's Hill Capital September 2015 - Present
SJM Fiduciary Advisors February 2014 - August 2015
Lake Street Advisors, LLC July 2009 - February 2014
UBS July 2008 - April 2009
Franklin Portfolio Associates July 2006 - August 2007
Education
College for Financial Planning 2011 — 2012
Master's degree, Personal Financial Planning
Boston College 2004 — 2008
BS, Finance, Marketing
Robert Rob E. Copeland III CFP® CAP®'s Lake Street Advisors, LLC Experience 2009 - 2009
Job Wealth Manager | USAA® Wealth Management
Industry Financial Services
Experience
Edward Jones 2012 - 2013
Wealth Impact Partners 2010 - 2011
Lake Street Advisors, LLC 2009 - 2009
Keel Point Advisors 2003 - 2008
Cambridge Associates 2001 - 2003
Skills
Philanthropy, Leadership, Strategy, Teamwork, Connectors
Education
Gordon Conwell Theological Seminary 2011 — 2018
Master of Art in Religion, Workplace Theology Ethics and Leadership
The American College 2010 — 2010
Certificate, Chartered Advisor in Philanthropy
College for Financial Planning 2005 — 2008
Certificate, Financial Planning
James Madison University - College of Business 1996 — 2000
BBA, Finance
George C. Marshall High School
The American College
Edward Jones 2012 - 2013
Wealth Impact Partners 2010 - 2011
Lake Street Advisors, LLC 2009 - 2009
Keel Point Advisors 2003 - 2008
Cambridge Associates 2001 - 2003
Skills
Philanthropy, Leadership, Strategy, Teamwork, Connectors
Education
Gordon Conwell Theological Seminary 2011 — 2018
Master of Art in Religion, Workplace Theology Ethics and Leadership
The American College 2010 — 2010
Certificate, Chartered Advisor in Philanthropy
College for Financial Planning 2005 — 2008
Certificate, Financial Planning
James Madison University - College of Business 1996 — 2000
BBA, Finance
George C. Marshall High School
The American College
James Raymond's Lake Street Advisors, LLC Experience 2005 - 2008
Job Partner
Industry Financial Services
Experience
Fortis Management Group LLC 2008 - Present
Lake Street Advisors, LLC 2005 - 2008
Ernst & Young 1998 - 2005
Skills
Investments, Financial Planners, Estate Planning, Wealth Management, Private Equity, High Net Worth..., Alternative Investments, Tax
Education
Suffolk University Law School 1996 — 1999
Juris Doctor (J.D.)
Ithaca College 1988 — 1991
Bachelor's Degree, Accounting
Fortis Management Group LLC 2008 - Present
Lake Street Advisors, LLC 2005 - 2008
Ernst & Young 1998 - 2005
Skills
Investments, Financial Planners, Estate Planning, Wealth Management, Private Equity, High Net Worth..., Alternative Investments, Tax
Education
Suffolk University Law School 1996 — 1999
Juris Doctor (J.D.)
Ithaca College 1988 — 1991
Bachelor's Degree, Accounting
Alan Slaughter's Lake Street Advisors, LLC Experience June 2012 - January 2015
Job Seeking new career opportunity that leverages my management, technical and operations skills
Industry Investment Management
Experience
Lake Street Advisors, LLC June 2012 - January 2015
Athena Capital Advisors June 2006 - June 2012
University of Pittsburgh September 2001 - December 2005
Skills
Portfolio Management, APX, SQL, Hedge Funds, Investments, Databases, CRM, Product Management, Analytics, Bloomberg, Private Equity, SSRS, Microsoft Office, Asset Management, Web Design, Microsoft Excel, Management, Strategy, Alternative Investments, Leadership, Equities
Education
University of Pittsburgh 2001 — 2006
Bachelor's of Arts, Music
Lake Street Advisors, LLC June 2012 - January 2015
Athena Capital Advisors June 2006 - June 2012
University of Pittsburgh September 2001 - December 2005
Skills
Portfolio Management, APX, SQL, Hedge Funds, Investments, Databases, CRM, Product Management, Analytics, Bloomberg, Private Equity, SSRS, Microsoft Office, Asset Management, Web Design, Microsoft Excel, Management, Strategy, Alternative Investments, Leadership, Equities
Education
University of Pittsburgh 2001 — 2006
Bachelor's of Arts, Music
Greg Van Slyke's Lake Street Advisors, LLC Experience February 2003 - Present
Job Managing Member at Lake Street Advisors, LLC
Industry Financial Services
Experience
Lake Street Advisors, LLC February 2003 - Present
Ballentine, Finn & Co. August 1997 - January 2003
Aetna November 1989 - December 1996
The MONY Group August 1987 - November 1989
Aetna October 1984 - August 1987
Education
State University of New York College at Potsdam 1980 — 1984
M.A., B.A., Mathematics
Lake Street Advisors, LLC February 2003 - Present
Ballentine, Finn & Co. August 1997 - January 2003
Aetna November 1989 - December 1996
The MONY Group August 1987 - November 1989
Aetna October 1984 - August 1987
Education
State University of New York College at Potsdam 1980 — 1984
M.A., B.A., Mathematics
Jason Hubbard's Lake Street Advisors, LLC Experience January 2011 - Present
Job Business Systems Analyst, SQL DBA/Developer, Business Intelligence Developer, Project Manager
Industry Information Technology and Services
Experience
Lake Street Advisors, LLC January 2011 - Present
Choate, Hall & Stewart January 2001 - December 2010
Bank Boston 1996 - 2000
Skills
Access, Visual Basic, Visual Studio 2012, Database Design, Database Development, Business Intelligence, SSIS, SSRS, SQL, DTS, Data Modeling, Salesforce.com, Advent, Ad Hoc Reporting, Databases, Data Warehousing, T-SQL, Software Documentation
Education
NHTI, Concord's Community College
ACS, Computer Science
Lake Street Advisors, LLC January 2011 - Present
Choate, Hall & Stewart January 2001 - December 2010
Bank Boston 1996 - 2000
Skills
Access, Visual Basic, Visual Studio 2012, Database Design, Database Development, Business Intelligence, SSIS, SSRS, SQL, DTS, Data Modeling, Salesforce.com, Advent, Ad Hoc Reporting, Databases, Data Warehousing, T-SQL, Software Documentation
Education
NHTI, Concord's Community College
ACS, Computer Science
Debra Stokes's Lake Street Advisors, LLC Experience September 2012 - Present
Job Sr Financial Planner at Lake Street Advisors, LLC
Industry Financial Services
Experience
Lake Street Advisors, LLC September 2012 - Present
Piches Ski & Sports April 2010 - September 2012
Ballentine Partners, LLC February 1998 - September 2009
Education
University of New Hampshire 1977 — 1981
Bachelor of Science (BS), Computer Science
Lake Street Advisors, LLC September 2012 - Present
Piches Ski & Sports April 2010 - September 2012
Ballentine Partners, LLC February 1998 - September 2009
Education
University of New Hampshire 1977 — 1981
Bachelor of Science (BS), Computer Science
Barbara Parent's Lake Street Advisors, LLC Experience June 2014 - Present
Job Administrative Professional
Industry Financial Services
Experience
Lake Street Advisors, LLC June 2014 - Present
Harvard Business School; John Hancock; The Tron Group February 2013 - May 2014
TD Wealth Management April 2011 - September 2012
The Tron Group November 2005 - December 2010
The Brattle Group February 2003 - June 2005
Skills
Excellent..., MS..., Adobe Acrobat, Lotus Notes, Contacts Database..., Strong Written..., Highly tuned visual..., Event Planning, Calendar Management, Meeting Planning
Education
Fashion Institute of Technology
Master's Degree, Museum Studies
Kent State University
Bachelor's Degree
Lake Street Advisors, LLC June 2014 - Present
Harvard Business School; John Hancock; The Tron Group February 2013 - May 2014
TD Wealth Management April 2011 - September 2012
The Tron Group November 2005 - December 2010
The Brattle Group February 2003 - June 2005
Skills
Excellent..., MS..., Adobe Acrobat, Lotus Notes, Contacts Database..., Strong Written..., Highly tuned visual..., Event Planning, Calendar Management, Meeting Planning
Education
Fashion Institute of Technology
Master's Degree, Museum Studies
Kent State University
Bachelor's Degree