
Finance • B2C
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
November 14
Vice President, Digital Marketing leading design and execution of digital experiences for Lido Advisors. Drive leads to advisors and enhance Lido’s overall digital presence.
November 14
SVP of Advisor Marketing at Lido Advisors, leading marketing strategy and support for advisors. Overseeing marketing operations and collaborating with leadership to enhance advisor experience and drive growth.
October 31
Full Stack Software Developer maintaining applications and developing new technologies for Lido Advisors' investment management team. Involves collaboration on projects and use of advanced tech like machine learning.
ETL
Python
SDLC