Lake Street
Justin M. Terzo, CPA, is a seasoned financial professional with extensive experience in wealth management and private advisory services. As the Managing Partner and Private Wealth Advisor at Lake Street Private Wealth since December 2017, Justin also holds the position of Managing Partner at Lake Street Capital Partners starting January 2024. Prior to these roles, Justin served as Vice President and Wealth Management Advisor at Merrill Lynch from September 2009 to December 2017, and worked as a Senior Associate at KPMG from September 2006 to September 2009. Justin M. Terzo earned a Bachelor of Science in Business with a focus on Finance and Accounting from the Indiana University - Kelley School of Business, completing the degree in 2005 after graduating from Barrington High School in 2001.
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Lake Street
Lake Street is an SEC Registered Investment Adviser and full-service independent wealth management firm. Established in 2017 by former Merrill advisors, we address the needs of emerging and high-net-worth individuals, their families and institutions throughout the United States. We founded our firm on the underlying principle that we could best serve our clients as independent advisors who can consistently deliver unbiased, comprehensive financial and investment advice utilizing a modern approach to wealth management. A distinguishing characteristic of our approach is that we view the client-advisor relationship as a close-knit partnership designed solely for the success and benefit of each of our clients. We strive to forge deep, trusting relationships, supported through consistent and transparent communication. This bespoke experience is a hallmark of Lake Street. As evidence of our commitment to independence, we formed the Advisor Alliance to offer financial advisors a comprehensive support platform, free of corporate edicts and bureaucracy. The Advisor Alliance enables independent advisors to do what they do best: work with their clients.