BOSTON--(BUSINESS WIRE)--Lake Street Advisors, LLC, a premier wealth management firm serving high net worth families, announced today that it has expanded its team with two new hires. Judith Schreiber Rowland, JD, CPA, has joined as a Relationship Manager, and Emmett Maguire III has joined as an Investment Analyst. Both will be based in Lake Street’s Boston office.
“As our firm continues to grow, we strive to bring in high caliber professionals like Judy and Emmett,” said Greg Van Slyke, co-founder of Lake Street. “Judy’s extensive experience working with high net worth families is extremely relevant to our area of expertise, while Emmett’s knowledge and insights will help us maintain our focus on uncovering the best investment opportunities for our clients. We are confident each of them will be a great addition to Lake Street.”
Judy has over 17 years of wealth management experience, most recently as a Senior Director and Vice President at BNY Mellon. Prior to her time at BNY Mellon, Judy was a Relationship Manager at Tanager Financial/Wachovia Bank/Wells Fargo. She attended the University of Massachusetts in Amherst, where she received her Bachelor of Business Administration in Accounting, and Suffolk University Law School, where she earned her J.D.
Before joining Lake Street, Emmett conducted investment research across multiple asset classes and investment vehicles at Twin Focus Capital Partners, located in Boston, MA. He was previously a Research Analyst for Bank of America/Merrill Lynch focusing on fixed income investment managers. Emmett earned a Bachelor of Science in Finance from Bentley University.
About Lake Street Advisors, LLC
Lake Street Advisors, LLC is recognized as one of the nation's premier independent, fee-only wealth advisory firms. The firm advises on over $3.2 billion in assets, employing a conflict-free investment approach that allows for unbiased advice and execution. With offices in Boston, MA and Portsmouth, NH, our dedicated teams apply business discipline to all elements of personal financial strategy including investments, taxes, philanthropy, estate planning, and family governance and education.
For more information, please visit www.lakestreetadvisors.com.