Joe Chase, CFA
Managing Director, Private Client Group
Joe joined SCS Financial as part of its acquisition of Lake Street Advisors in 2025 and is a Managing Director in the Private Client Group. Prior to joining SCS, Joe was the Managing Partner at Lake Street Advisors.
Joe joined Lake Street as an Investment Analyst in 2012, was promoted to Investment Advisor in 2015, Partner in 2020, and became Managing Partner at the start of 2023. As Managing Partner, Joe led the strategic vision for Lake Street and was responsible for the day-to-day management of the business.
Joe graduated summa cum laude from Suffolk University with a BSBA in finance. He is a CFA Charterholder and a member of CFA Society Boston. After spending time in Massachusetts, Florida, and Rhode Island, Joe returned to his native state of New Hampshire in 2015. He lives in Rye, NH with his wife and daughters. They enjoy spending time outdoors at the beach and in the mountains. Joe is also an avid runner and has completed several marathons.
