Buddy Webb, CFP®, CFA
Managing Director – Client Portfolio Management
Buddy joined SCS Financial as part of its acquisition of Lake Street Advisors in 2025 and is Managing Director of Client Portfolio Management in the Investment Group. Prior to joining SCS, Buddy was a Partner & Chief Investment Officer at Lake Street Advisors.
Buddy joined Lake Street Advisors in 2007 and rapidly progressed in his role, first starting as an Investment Analyst, then being promoted to Director of Investments, to finally serving as a Partner and Chief Investment Officer.
Key to Buddy’s growth and success over the years has been his honest, strategic approach when talking to clients about their portfolios. Focused on optimizing returns over market cycles while minimizing risk, Buddy brings a wealth of knowledge and a passion for finding the right strategy for his ultra-high-net-worth family clients.
Buddy is originally from Maine and earned his BS from MIT and his MBA from Harvard Business School. He is a CFA® Charterholder and a member of CFA Society Boston. Buddy lives in Naples, FL, with his wife, Jen, and their rescue dog, Penny.
