Owners

Carolyn B. R. Decker, CFP®, CPA, PFS

Carolyn is a Co-owner and 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 Bachelor of Science 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 Bachelor of Arts 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 Master of Arts and Bachelor of Arts degrees in Mathematics from the State University of New York.

Professional Staffback to top

Kristen M. Caseley

Kristen is an Analyst with Lake Street. Previously, Kristen worked as a Performance Analyst Team Leader at Prime, Buchholz & Associates in Portsmouth, NH and as a Fund Accountant at Investors Bank & Trust in Boston. Kristen earned a Bachelor of Science in Business Administration with a concentration in Finance from Bryant University.

Wes Davis

Wes is an Analyst with Lake Street. Previously, Wes worked as an Intern at TPW Financial, Inc., NUA Advisors, LLC and BancNorth Investment Group, Inc. Wes earned a Bachelor of Science in Management from Bentley University.

Beth Delano

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 Bachelor of Science in Business Administration from New Hampshire College.

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 Bachelor of Arts 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 Bachelor of Science degrees in both Finance and Marketing from Boston College.

Britney Fox Hover

Britney is an Analyst with Lake Street. Previously, Britney worked as a Cost Analysis Intern for Pratt and Whitney, North Berwick, ME. Britney earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Maine.

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 Bachelor of Science 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 Bachelor of Science in Finance and Economics from Drexel University.

Silas G. Nary, CFP®

Silas is an Analyst with Lake Street. He began his professional career at Lake Street after earning his Bachelor of Science in Finance from Babson College.

Melissa OlszaK, CFP®, CFA

Melissa is a Relationship Manager with Lake Street. Melissa earned a Bachelor of Science in Finance and a Masters of Science 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 Bachelor of Science in Accounting from St. Bonaventure University and a Masters of Science 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 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.

Brian C. Volonte

Brian is an Analyst with Lake Street. Previously, Brian worked as an Investment and Planning Intern for Lake Street as well as a Quantitative Analyst Intern at Resolute Management, Inc. and as an Actuarial Analyst Intern at Horizon BlueCross BlueShield. Brian earned a Bachelor of Science in both Mathematics and Economics, magna cum laude, from the University of New Hampshire.

Kate Watson

Kate is an Analyst at Lake Street. Previously, Kate worked at Ballentine Partners, LLC as a Financial Planning Analyst. Kate earned her Bachelor of Science 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 Bachelor of Science in Chemical Engineering from MIT and an MBA from Harvard Business School.

Operations Staffback to top

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 Bachelor of Arts in Psychology from Roanoke College.

Alexandra Gordon

Alexandra is an Administrative Associate with Lake Street. Previously, Alexandra was a Business Administrator with IOS Business Centers in Portsmouth, NH. Alexandra earned a Bachelor of Science in Health Management and Policy from the University of New Hampshire.

Colleen Heon

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 Associates in Finance from McIntosh College.

Jason Hubbard

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 Senior Systems Analyst and Database Developer for the Private Clients group at Bank Boston. Jason holds a number of professional developer certifications.

Alison Silva

Alison is a Marketing Coordinator for Lake Street. Previously, Alison worked for Wells Fargo Family Wealth as a Client Associate. Alison earned dual Bachelor of Arts degrees in Corporate Communications and English from the College of Charleston in South Carolina and her Master of Science in Public Relations from Boston University.

Teresa Sipp

Teresa is an Administrative Associate with Lake Street. Previously, Teresa held bookkeeping positions in both New Hampshire and Texas. Teresa earned a Bachelor of Science in Hotel and Restaurant Management from the University of North Texas.

Kim St. Cyr

Kim is an Administrative Associate with Lake Street. Previously, Kim worked at Citizens Funds as an Intermediary Services Representative.