Podcast Center
Video Center
Webcasts
Resource Center
Events
April 06, 2017 at 03:32 AM
Focus Financial Partners says RIA Lake Street Advisors of Boston and Portsmouth, New Hampshire, joined the Focus partnership on April 1.
According to Focus, Lake Street’s two co-founding partners, Bob Goyette and Greg Van Slyke, met 20 years ago while serving as senior executives at another wealth management firm.
They formed Lake Street Advisors in 2003 to provide holistic family office services to wealthy families and have since added Carolyn Decker, Melissa Olszak and Buddy Webb; the team includes nearly 30 members and has some $2.7 billion in assets, according to its regulatory filings.
“At Lake Street, we’re committed to providing our clients and their families with the tools to solve their needs for the years to come and cultivating our firm’s future leaders to build upon our strength for sustained growth,” said Goyette, in a statement. “Joining the Focus partnership allows us to attain our goal of growing our business for the long-term, better serving the complex needs of our clients and enabling the next generation of leaders at Lake Street.”
“Focus is committed to cultivating an environment where firms can concentrate on what they do best – offering holistic fiduciary financial advice to their clients,” said Focus CEO Rudy Adolf, in a press release.
Raymond James’ Recruiting
Raymond James says an advisor from Morgan Stanley has joined it in Trinity, Florida, with about $106 million in client assets and over $1 million in yearly fees and commissions: Harmon “Chip” Wright Jr.
“We are delighted to welcome Chip to our firm and to the Trinity office managed by Jim Conlin,” said Patrick O’Connor, Florida regional director for Raymond James & Associates, the firm’s employee channel, in a statement.
“His client-first values, decades of experience and connections within the Pasco community make him a great addition to our firm. We’re pleased he discovered the resources and support available to help him at Raymond James to continue to serve his clients,” O’Connor explained.
Wright’s practice will do business as Northpoint Wealth Management of Raymond James.
The advisors spent a decade in retail and manufacturing and then joined A.G. Edwards in 1987 as a broker and financial advisor. In 1995, he moved to Morgan Stanley.
