Lake Street

Richard O'hara is a CFP® professional with 17 years of industry experience. He is currently with Lake Street Financial, LLC, where he has worked since 2019, and has prior experience at Bank of America, NA, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to a range of clients including individuals, high-net-worth clients, business entities, and charitable organizations. The firm emphasizes institutional cost structures, global diversification, and asset-class allocation while managing portfolios across multiple asset types.

Donald Roseen is a financial advisor at Lake Street with 26 years of industry experience. He holds the Series 66 designation and has worked at Lake Street Financial, LLC since 2018, following a 15-year tenure at Rothschild Investment Corp. and a brief period at United Advisors. Lake Street Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation, offering both discretionary and non-discretionary portfolio management.

Joseph Stock is a CFP® with 12 years of experience in the financial services industry. He is a managing partner and co-founder of Lake Street Private Wealth, where he has worked since 2018. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Cantella & Co., Inc., Bank of America, and Merrill Lynch. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, and a focus on asset-class allocation, offering both discretionary trading authority and non-discretionary advisement.

Ryan Todd is a financial advisor at Lake Street with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lake Street Financial since 2020. Prior to that, he was affiliated with Bank of America and Merrill Lynch. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, business entities, and charitable organizations. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation in its investment approach.

Anuj Grover is a CFP®-designated financial advisor with 24 years of industry experience. He is currently associated with Lake Street and has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Grover is involved as a co-trustee and power of attorney for family estate planning matters. Lake Street Private Wealth provides discretionary and non-discretionary investment management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm’s investment approach incorporates global diversification, tax minimization, and a focus on asset-class allocation using a combination of fundamental and technical analyses.

Justin Terzo is a financial advisor at Lake Street with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill prior to joining Lake Street in 2018. Terzo is licensed as an insurance agent in Illinois and may offer insurance products on a commission basis. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation through a mix of analytical approaches.