Sales and Trading

Institutional Services

Lake Street Capital Markets employs a collaborative approach with its institutional clients. We have deep, long-term relationships with many well-established institutional investors.  Lake Street's equity sales and trading professionals are experienced, trusted resources providing high-touch service.

Trusted Resource

Our sales and trading team provides clients with real-time data and perspective on the markets and the companies we follow, coupled with access to our capital markets and investment banking platform. Lake Street's sector-focused research allows us to leverage our understanding of current industry trends and serve as a source of up-to-the-minute information for our institutional clients.

Focused Execution

Clients count on the market insight of our experienced sales and trading professionals to help them access liquidity, maintain anonymity and minimize market impact. We emphasize high-touch trading for optimal execution.

Corporate Client Services

Lake Street's Corporate Client Services group puts our institutional-grade resources and expertise to work enabling corporations and related entities to navigate complex and time-sensitive situations. We have the experience and relationships necessary to provide the solutions to meet our clients' time-sensitive needs.

  • Corporate Equity Repurchase Programs

  • Control and 144 Restricted Stock Sales

  • Rule 10b5-1 Plans

  • Options Exercising

Sales and Trading Team

Tom Cullum
Tom Cullum
Head of Institutional Equity Sales & Trading
Founding Partner, CEO
Full bio
Bruce Goldfarb
Bruce Goldfarb
Institutional Equity Sales
Director of Institutional Sales
Full bio
Bill Beise
Bill Beise
Institutional Equity Trading
Full bio
Steve Austin
Steve Austin
Institutional Equity Sales
Full bio
Kevin Manthie
Kevin Manthie
Institutional Equity Sales
Full bio
Brett Alber
Brett Alber
Institutional Equity Trading
Full bio
Jim Speight
Jim Speight
Institutional Equity Trading
Full bio
Aaron Wright
Aaron Wright
Institutional Equity Sales
Full bio

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