Brooklyn appreciates the impact of long-standing client relationships and focuses on offering exceptional service and a tailored approach to enhance her clients’ financial well-being. She is dedicated to helping high-net-worth individuals and their families navigate the complexities of building and preserving wealth.

With two decades’ experience managing portfolios for endowments and foundations, and full-scale financial planning for wealthy families, Gretchen is growing Lido’s presence in the Mid-Atlantic region, with a focus on guiding clients on Lido’s sophisticated wealth management solutions.

Whether she is helping clients prepare for retirement, manage unexpected expenses, or build a lasting legacy for future generations, Kelly is constantly inspired by the opportunity to make a meaningful difference in their lives.

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.