Carolyn B. R. Decker, CFP®, CPA, PFS
Carolyn is a Relationship Manager with Lake Street. Previously, Carolyn worked for Ballentine, Finn & Company and in the tax department of Deloitte & Touche in both the Washington, DC and Philadelphia offices. Carolyn earned a BS in Accountancy, cum laude, from Villanova University.
Robert A. Goyette, CFP®, CPA, PFS
Bob is a Founder, Co-owner and Manager with Lake Street. Prior to co-founding Lake Street, Bob worked for Ballentine, Finn & Company, Deloitte & Touche, and served on active duty in the U.S. Army. Bob earned a BA in History from North Carolina State University and an MBA with a concentration in Finance and Accounting from the University of New Hampshire.
Gregory A. Van Slyke, FSA, CFA, CFP®
Greg is a Founder, Co-owner and Manager with Lake Street. Prior to co-founding Lake Street, Greg worked for Ballentine, Finn & Company and also spent more than a decade as an Actuary at Aetna and Mutual of New York. Greg earned both his MA and BA degrees in Mathematics from the State University of New York.
Professional Staffback to top
Caroline Brooks, JD
Caroline is an Analyst with Lake Street. Caroline recently completed her JD, with a concentration in Estate Planning, and her MBA from Western New England University. During law school, Caroline interned at the Ayco Company. Caroline also earned dual BA degrees in Criminal Justice and Political Science from the State University of New York at Albany.
Joe is an Analyst with Lake Street. Previously, Joe worked as an Investment Associate for a single family office in Newport, RI and Coral Gables, FL. Joe earned a BS in Business Administration with a concentration in Finance from Suffolk University.
Wes is an Analyst with Lake Street. Previously, Wes worked as an intern at TPW Financial, Inc., NAU Advisors, LLC and BancNorth Investment Group, Inc. Wes earned a BS in Management from Bentley College.
Beth is an Analyst with Lake Street. Previously, Beth worked as a Performance Analyst at Prime, Buchholz & Associates in Portsmouth, NH, and at Citizens Funds. Beth earned a BS in Business Administration from New Hampshire College.
Richard W. Dinsmore
Richard is a Relationship Manager with Lake Street. Richard has over 25 years of wealth management experience, most recently as a Senior Vice President at Wells Fargo Private Bank. Richard earned a BA from the University of Massachusetts at Boston, and is a graduate of the National Graduate Trust School at Northwestern University.
John J. Edwards
John is a Relationship Manager with Lake Street. Previously, John was a Senior Analyst with Athena Capital Advisors. John also worked as a Senior Hedge Fund Accountant for BISYS Hedge Fund Services and as a Fund Analyst for Deutsche Bank in Boston. John earned a BA in Economics from Boston College.
Sadie D. Holdridge, CFP®
Sadie is an Analyst with Lake Street. Previously, Sadie was a Financial Advisor Associate at UBS and a Portfolio Fund Accountant Intern at Franklin Portfolio Associates. Sadie earned dual BS degrees in Finance and Marketing from Boston College.
Emmett Maguire III, CFA
Emmett is an Analyst with Lake Street. Previously, Emmett conducted investment research across multiple asset classes and investment vehicles at a boutique multi-family office located in Boston, MA. Prior to his multi-asset role, he was a Research Analyst for Bank of America/Merrill Lynch focusing on fixed income investment managers. Emmett earned a BS in Finance from Bentley University.
Eric D. Moon, CAIA
Eric is an Analyst with Lake Street. Previously, Eric conducted hedge fund research at Prime, Buchholz & Associates in Portsmouth, NH, and Convergent Wealth Advisors in Portland, Oregon. Prior to his research roles, he was a NASDAQ market maker for D.A. Davidson & Co in Oregon. Eric earned a BS in Finance and Economics from Drexel University.
Melissa OlszaK, CFP®, CFA
Melissa is a Relationship Manager with Lake Street. Melissa earned a BS in Finance and an MS in Financial Planning with a Certificate in Taxation from Bentley College.
Sean T. Perkins, CFP®
Sean is an Analyst with Lake Street. Previously, Sean worked in the finance and accounting industries at BankBoston and Citizens Bank. Sean earned a BS in Accounting from St. Bonaventure University and an MS in Taxation from Bentley College.
Judith Schreiber Rowland, JD, CPA
Judith is a Relationship Manager at Lake Street. She 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. Judy received a BBA in Accounting from the University of Massachusetts at Amherst and earned her JD from Suffolk University Law School.
Debra is an Analyst at Lake Street. Debra worked as a Financial Planner at Ballentine Partners LLC and more recently as a bookkeeper for a New Hampshire business. She earned her BS from the University of New Hampshire and an MBA from the University of Lowell.
Brian is an Analyst with Lake Street. Prior to joining Lake Street, Brian worked as a representative for Rockland Trust Bank Company. Brian earned dual BS degrees in Business Administration and Economics from the University of New Hampshire.
Kate is an Analyst at Lake Street. Previously, Kate worked at Ballentine Partners, LLC as a Financial Planning Analyst. Kate earned her BS in Business Management from Babson College.
Buddy Webb, CFA
Buddy is the Director of Investments for Lake Street. Previously, Buddy worked on the fixed income desk at Morgan Stanley and ran his own asset management firm. Buddy earned a BS in Chemical Engineering from MIT and an MBA from Harvard Business School.
Operations Staffback to top
Jean is a Marketing and Sales Coordinator with Lake Street. Previously, Jean worked as a Production Manager for CBI. Jean earned a BS in Business Administration with concentrations in Marketing and Entrepreneurial Venture Creation from the University of New Hampshire.
Patricia is an Administrative Associate with Lake Street. Most recently, Patricia held a bookkeeping position with Dumont Property Group in Hampton, NH. Prior to this, Patricia held a long-standing career in bookkeeping services as well as the banking and mortgage industries.
Laura A. Daskoski, PHR
Laura is an Operations Manager with Lake Street. Previously, Laura spent nearly a decade working for Prime, Buchholz & Associates in Portsmouth, NH as a Human Resource Generalist and Sr. Client Service Coordinator. Laura earned her Professional Human Resource certification from the HR Certification Institute and her Human Resource Management Certificate and Associate of Applied Business Management degree from the University of New Hampshire.
Alayna is an Administrative Associate with Lake Street. Previously, Alayna worked in the accounting department and as a Benefits Administrator for Cousins Home Lending in Portsmouth, NH. Alayna earned a BA from Roanoke College.
John is an Analyst with Lake Street. Previously, John worked in Hedge Fund Services at JP Morgan and at Alpha Hedge Capital Partners, LLC. John earned his BS in Economics-Finance from Bentley University.
Colleen is an Administrative Associate with Lake Street. Previously, Colleen held a Staff Accountant position with The Kane Company in Portsmouth, NH. Colleen earned her associate’s degree in Finance from McIntosh College.
Jason is a Systems Developer with Lake Street. Previously, Jason spent the last decade working for the Wealth Management division of Choate, Hall & Stewart, LLP as a Trust Operations Technology Coordinator, Project Manager and Sr. Database Developer. Prior positions also include Sr. Systems Analyst and Database Developer for the Private Clients group at Bank Boston. Jason holds a number of professional developer certifications.
Alan is an Analyst with Lake Street, focusing primarily on client operations. Previously, Alan worked as an Associate at Athena Capital Advisors, Dartmouth College Investments, and the University of Pittsburgh - College of Arts & Sciences. Alan earned a BA from the University of Pittsburgh.
Tiffany is an Administrative Associate with Lake Street. Previously, Tiffany worked as an Administrative Assistant for Counseling Services, Inc. in various locations throughout the state of Maine. Tiffany earned an associate’s degree from Franklin Pierce College.
Kim St. Cyr
Kim is an Administrative Associate with Lake Street. Previously, Kim worked at Citizens Funds as an Intermediary Services Representative.