Lake Street Advisors, a wealth and investment advisory firm founded in 2003, announced the promotion of Joseph W. Chase, CFA to Partner
Lake Street Advisors, a wealth and investment advisory company established in 2003, announced the promotion of Joseph W. Chase, CFA to Partner, effective January 1, 2020.
Buddy Webb, Managing Partner of the firm stated that “Joe has done an outstanding job working with our clients in managing investment portfolios. His investment knowledge has been invaluable to the organization. We are thrilled that he will be part of the team leading our firm into the future.”
Lake Street Advisors serves to a very select group of Entrepreneurs, Executives, Professional Investors, and Inheritors and works with them on all aspects of their financial lives and investment requirements. Operating with a 2:1 ratio – 2 clients to every employee, the firm is able to deliver high touch service to discerning clients. fintech news
Joe Chase joined the company in 2012 and has been an integral part of the growth and success of the organization. He said that he believes in the mission of Lake Street Advisors. Theis focus on working closely with wealthy families allows Joe to do what he enjoys and truly focuses on the needs of their clients. It’s an honor to become a Partner with Lake Street. They have a strong foundation to build on for years to come.
