Buddy Webb

Buddy Webb is a Portsmouth, New Hampshire–based investment executive who spent roughly 17 years at Lake Street Advisors, an ultra-high-net-worth multi-family office managing approximately $3.1–3.5 billion in assets. He joined the firm as an Investment Analyst in 2007, was promoted to Director of Investments, and ultimately became a Partner and the firm's Chief Investment Officer, responsible for the entire investment platform — setting the agenda for the investment committee, including asset-allocation policy, research priorities, and model portfolios. He also served as the firm's Managing Partner for about five years.

In early 2023, Webb transitioned out of the Managing Partner seat when Joe Chase stepped into that role effective January 1, 2023; Webb remained a Partner and Chief Investment Officer, continuing to lead the investment function while Chase took on firm leadership. In 2025, Lake Street Advisors (alongside Edge Capital) joined SCS Financial — the Family Office and OCIO hub within Focus Partners — in a transaction that added roughly $3.49 billion in regulatory AUM (as of September 30, 2024) and expanded SCS's Northeast footprint to include Portsmouth alongside Boston, New York, Providence, Los Angeles, and West Palm Beach.

At SCS Financial, Webb is a Managing Director in the Private Client Group / Client Portfolio Management function, working with ultra-high-net-worth families to, in the firm's words, "articulate and realize the purpose for their wealth," and helping clients connect their investment strategy to their broader objectives. He holds a B.S. in Chemical Engineering from the Massachusetts Institute of Technology and an M.B.A. in Finance from Harvard Business School, and carries both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.

• Operates as a multi-family-office CIO / client portfolio manager, not a direct startup investor — his "yes" is about fit within a diversified, objectives-driven asset-allocation plan for UHNW families, not backing individual founders.
• As Lake Street's CIO, he owned asset-allocation policy, research priorities, and model portfolios, spanning global public markets and alternatives (private equity and venture exposure is typically obtained through funds at this type of firm).
• Emphasis on aligning investment strategy to a family's overall purpose and objectives — helping clients understand what they own and why, rather than chasing single-name bets.
• Any venture/seed exposure for his clients would generally come via fund commitments and manager selection, consistent with an OCIO/multi-family-office model, rather than personal angel checks.