Wealth Management for Women. By Women. For Results.

Alyssa works closely with high-net-worth and entrepreneur clients. As President of Lido Consulting, a related firm, she also works with family offices. Created the Certificate in Financial Management for the Family Office program at Pepperdine University.

As a Senior Wealth Manager at Lido, Sierra provides investment guidance and financial planning advice to high-net-worth individuals and families.

Tenacity, knowledge, analytical skills, and passion for people have made her a culture leader and driving force behind creating an industry-leading team of advisors.

Uses her experience in private banking, compliance, and operations to develop tailored strategies and exceptional client service to high-net-worth clients.

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.

Stasia is responsible for guiding families, public charities and private foundations on all aspects of financial asset management.

She works closely with clients and advisors with the backing of Lido’s investment team to provide the highest level of service and optimal solutions for each client.

Brooke focuses on partnering with mid-to-late career professional women and couples navigating a personal or financial transition. She specializes in charitable and family gifting strategy, executive and senior leader compensation and benefits, post-transition financial strategy, and values-based planning.

Erica spends time getting to know her clients and their families to better understand their financial goals and dreams, then creates personalized portfolios drawing on over a decade of experience in the financial industry. She is especially passionate about helping business owners set up retirement plans to maximize their retirement savings and tax deductions.

Colleen acts as liaison between clients and Lido’s vast array of innovative services and its differentiated approach to wealth management.

Helps families to align their resources with their life’s purpose and stay on track through thoughtful, long-term financial planning. She brings a disciplined, client-centered approach rooted in empathy, consistency, and care; qualities she attributes to both her upbringing and her years of musical study.

Becky provides customized wealth management services with an empathetic, holistic approach. She partners with families, executives, and entrepreneurs to help them pursue their goals and plan for their legacies through financial planning strategies, charitable giving, and investment solutions. She also plays an active role in Lido’s Women’s Wealth Advantage program, championing financial education and confidence for women at every stage of life.

Has extensive experience working directly with clients to build and maintain comprehensive portfolios, facilitate estate planning, and manage risk.

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.

Works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.

Jennifer specializes in comprehensive wealth management for individuals, families, business owners, and corporate executives. She partners with clients to navigate complex financial decisions through personalized planning strategies, including tax-efficient investing, concentrated stock management, estate planning coordination, and multigenerational wealth planning.  As a Women’s Wealth Advantage Ambassador, Jennifer is committed to educating and empowering women to build confidence and control over their financial lives.

Strives to spend time understanding each client’s unique financial situation. Leveraging her financial knowledge and passion for helping others, she is committed to helping clients reach their financial goals.

Kayla joined Lido in 2017. Having gained the experience of numerous roles across the organization, her work now lies at the nexus of our clients, their investment portfolios, and their Lido wealth management teams, driving continuous improvements to our investment platform and to the overall client experience. She works closely with the Chief Investment Officer to develop and deploy new investment strategies, onboard new teams, and educate our wealth managers and advisors on Lido’s full investment offering, including our derivative-based strategies, quantitative strategies, and private alternative investments.