Jeremy Walla

Project Manager at Lake Street Advisors Group LLC

Jeremy Walla

Jeremy Walla

Project Manager at Lake Street Advisors Group LLC

Biography

Jeremy Walla (Elected October 2016) is an IT Consultant within the Mergers and Acquisitions group at Deloitte Consulting in Boston. Previously, he managed IT operations and special projects for Lake Street Advisors, a multi-family financial office in Portsmouth, New Hampshire. After receiving his BS in Accounting from Champlain College in 2015, Jeremy went on to receive his MBA from the University of New Hampshire the following year. During his final year at Champlain, Jeremy served as the Director of Finance for the Student Government Association, and in that role, he helped lead two major projects that ultimately reached the senior leadership team. One project, The Hearthstone, is a student-focused space in Fireside Lounge that was completed in the fall of 2015, and the other is a student-managed investment fund for the business school. Jeremy currently resides in Dover, NH.

Overview
RelSci Relationships

150

Number of Boards

1

Relationships
RelSci Relationships are individuals Jeremy Walla likely has professional access to. A relationship does not necessarily indicate a personal connection.

Maintenance & Move Coordinator at Champlain College

Relationship likelihood: Strong

Founding Partner at Lake Street Advisors Group LLC

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Managing Partner at Lake Street Advisors Group LLC

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Chief Compliance Officer at Lake Street Advisors Group LLC

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Director of Investments at Lake Street Advisors Group LLC

Relationship likelihood: Strong

Director of Client Operations at Lake Street Advisors Group LLC

Relationship likelihood: Strong

Director of Human Resources & Business Operations at Lake Street Advisors Group LLC

Relationship likelihood: Strong

Relationship Manager at Lake Street Advisors Group LLC

Relationship likelihood: Strong

Investment Manager at Lake Street Advisors Group LLC

Relationship likelihood: Strong

Relationship Manager at Lake Street Advisors Group LLC

Relationship likelihood: Strong

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Jeremy Walla
Project Manager at Lake Street Advisors Group LLC
Career History
Project Manager
Current

LSAG’s investment philosophy is based on established academic research known as Modern Portfolio Theory (MPT). The firm uses different methods of analysis in asset allocation and portfolio construction such as asset allocation modeling; manager selection and due diligence; fundamental analysis; technical analysis; and quantitative analysis. Their investment strategies include long-term purchases; short-term purchases; hedging; short sales; leverage or margin; and writing or selling options.

Other Affiliations

Jeremy Walla is affiliated with Lake Street Advisors Group LLC

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