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The Lido Perspective

The latest advice, updates, and insights from our team of wealth advisors.

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Awards

Forbes’ Best-In-State Wealth Advisor Rankings Highlight Excellence in Client Services

April 2026

Awards

Forbes Names Alexandra Browne & Erica Ghotra to 2026 ‘Top Women Wealth Advisors Best-In-State’ Listing

February 2026

Awards

Forbes Names Alexandra Browne & Erica Ghotra to 2025 ‘Top Women Wealth Advisors Best-In-State’ Listing

February 2025

Awards

Forbes’ Top Next-Gen Wealth Advisor Rankings Highlight Two of Lido’s Finest

August 2024

Awards

Forbes’ Best-In-State Wealth Advisor Rankings Highlight Excellence in Client Services

April 2024

Awards

Alexandra Browne and Erica Ghotra Named as Forbes 2023 Best-In-State Women Advisors

February 2024

Awards

Lido Named to Barron’s 2023 Top 100 RIA Firms

September 2023

Awards

Lido Wealth Advisors named as Forbes Top Next-Gen Wealth Advisors

August 2023

Awards

Forbes Best-in-State

April 2023

Awards

Lido Advisors Named to Forbes’ 2022 Top RIA Firms

November 2022

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.