Profile
Daniel Joseph Greenblatt worked as an Investment Analyst at Lake Street Advisors Group LLC from 2015 to 2021.
He received his undergraduate degree from Bentley University in 2012.
Former positions of Dan Greenblatt
| Companies | Position | 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 | 01/08/2021 |
Training of Dan Greenblatt
| Bentley University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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