Travis Broadhurst is an Investment Analyst at Lake Street Advisors. His role is primarily dedicated to investment analysis, due diligence, and manager selection. Prior to his role as Investment Analyst, Travis worked as a Reporting Analyst at Lake Street Advisors, where he was responsible for the maintenance and production of the firm’s personalized reporting process. He passed his FINRA Series 7 & 66 exams in 2018 and is currently a 2023 Level II CFA candidate. Travis grew up in Newton, New Hampshire and attended the Peter T. Paul College of Business and Economics at the University of New Hampshire, where he earned his Bachelor of Science in Economics. Travis now resides in Rochester