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Lake Street Advisors

Email address and contacts

Quick try with Shawn Valliere from lakestreetadvisors.com

Lake Street Advisors company description

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.

Key Employees

  • Shawn Valliere
    Partner
  • Hunter Steadley Cfa Caia
    Investment Advisor
  • Jim Machinchick Cfp Cpwa
    Wealth Advisor

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New team members of Lake Street Advisors

Katie Frechette
Client Service Analyst
Sarah Smets
Client Service Analyst
Brian Durkin
Chief Compliance Officer & Chief Financial Officer
Buddy Webb
Partner and Chief Investment Officer
Barbara Parent
Administrative Assistant and Office Manager
Melissa Olszak Cfp Cfa
Partner
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