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David Lundquist

Managing Director at Lido Advisors

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LIDO ADVISORS

LIDO ADVISORS

  • description Description
    Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (RIAs) in the U.S. with over $11 billion in assets under management (AUM). Lido has been recognized by a...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Lido Advisors Org Chart and Mapping

Employees

Kyle Cross

Vice President, Wealth Manager

Jess Stine

Vice President, Human Resources and Talent

Roberto Paredes

Executive Vice President, Head of Distribution

Alex Angulo

Paraplanner, Advanced Wealth Planning

Shirley Sullivan

Senior Vice President, Operations

Michael Reis

Senior Vice President, Portfolio Manager

Ben Kingdom

Intern, Trading and Investments

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  • Phone number  :  (***)-***-****
  • Email  :  d****@fisherinvestments.com

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