Career history of Dan Greenblatt
Former positions of Dan Greenblatt
| Companies | Position | Start | End |
|---|---|---|---|
Lake Street Advisors Group LLC
 Lake Street Advisors Group LLC Investment ManagersFinance Lake Street Advisors Group LLC, dba Lake Street Advisors (LSA), is a boutique Multi-Family Office (MFO) wealth manager headquartered in Portsmouth, New Hampshire. The firm was founded in 2003 as Lake Street Advisors LLC. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). LSA offers discretionary and non-discretionary investment management services to high net-worth individuals, high-wealth families, trusts, estates, family partnerships (LLCs), charitable organizations, foundations, and ERISA plans. | Analyst-Equity | 03/05/2015 | 31/07/2021 |
Training of Dan Greenblatt
| Bentley University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Lake Street Advisors Group LLC
Lake Street Advisors Group LLC Investment ManagersFinance Lake Street Advisors Group LLC, dba Lake Street Advisors (LSA), is a boutique Multi-Family Office (MFO) wealth manager headquartered in Portsmouth, New Hampshire. The firm was founded in 2003 as Lake Street Advisors LLC. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). LSA offers discretionary and non-discretionary investment management services to high net-worth individuals, high-wealth families, trusts, estates, family partnerships (LLCs), charitable organizations, foundations, and ERISA plans. | Finance |
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