Adam Castillo

Wealth Manager

Adam credits youth basketball for creating his competitive nature and love of sports.

Joined Lido: 2022

Homebase:  San Diego

Professional Focus: As part of the Private Client Services team, Adam helps onboard clients and supports account maintenance and money movement. 

Education: B.A., Finance, Cal State San Marcos

Previous Work Highlights: He began his career as a Margins Specialist at LPL.

Personal FactsAdam has given back to youth sports by officiating games through the Northern California Basketball Officials Association.

Person

Brennan Fontana

Senior Vice President, Digital Distribution and Partnership

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