SVP, Senior Wealth Manager

• Oct 2020 - Present

Lido Advisors is a national wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. We utilize experience, creativity, and independence to grow, maximize and protect our clients’ assets and legacy. We dedicate our resources to the development of coordinated wealth planning to offer innovative, creative, and cutting-edge solutions to high net worth and ultra-high net worth individuals, families, and charitable organizations across the U.S. Our experienced team is comprised of independent thinkers, adept in hedging techniques, active allocations, sourcing third-party managers, and direct alternative investments. We are comfortable with a variety of approaches and investment strategies including private asset-based lending, direct real estate investments, and private equity.

Ski Patroller

• 2004 - Present