IDB LIDO WEALTH ANNOUNCES STRATEGIC EXPANSION
The SEC Registered Investment Adviser Welcomes Seasoned Industry Experts to Help Drive Growth Strategy Across National Platform
Established in 2021, IDB Lido Wealth is an institutional partnership. The RIA aims to offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic clients.
The recent expansion further signals IDB Lido Wealth's growing momentum. Together, the newest colleagues bring almost seven decades of combined expertise to the firm:
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Nadav H. Schwartz , Director & Senior Wealth Manager – Nadav brings 17 years of experience inPrivate Wealth Management . Nadav provides customized investment strategies, sophisticated planning, and family-office solutions for entrepreneurs, executives, and multi-generational families. Nadav employs a holistic approach in working with clients to optimize their personal balance sheets and enhance their financial decision making. Prior to joining, Nadav developed investment portfolio allocations for high-net-worth families within the private wealth divisions of AllianceBernstein,UBS , and Credit Suisse. He currently holds the NASAA Series 65 & 63 licenses, and has the FINRA Series 7, which is currently inactive. -
Ana Bou-Goldsmith , Senior Vice President & Senior Wealth Manager – Ana joins IDB Lido Wealth after serving as Senior Portfolio Manager for the Global Wealth Management division ofIDB Bank for 5 years. She brings over 15 years of experience in the financial services industry, and a passion for helping clients reach their financial goals by providing a holistic approach to investment management. Ana started her career at Merrill Lynch before joining GBS Finance, a global family office. Her expertise in managing complex investment portfolios and strategic planning enhances our capabilities to cater to the nuanced needs of our clients. She currently holds an NASAA Series 65 license. -
Cary Lieberman , Director & Senior Wealth Manager – Cary joins IDB Lido Wealth with an illustrious track record in investment advisory and sales management. Leveraging more than 35 years of experience, and most recently serving as Vice-President and Senior Financial Advisor withFirst Horizon Advisors , he has distinguished himself as a leader adept at driving significant business growth through strategic sales and client relationship management. He holds a NASAA Series 65 license, and has FINRA Series 4,7, 8 and 24 licenses, which are currently inactive.
"As we continue to execute on our strategic expansion, I am thrilled to welcome Cary, Nadav, and Ana to our team. Each brings a wealth of experience, a proven track record of success, and a client-centered approach that is pivotal to our growth," said
About
About Lido Advisors, LLC
About
For 70 years IDB Bank has built its business by fostering deep relationships with its clients, rapid decision-making, and the ability to develop custom-tailored solutions for both its domestic and international clientele.
Investment Products:
Are Not FDIC Insured |
Are Not Bank Deposits |
Are Not Bank Guaranteed |
Are Not Insured by |
May Lose Value |
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