Beck was fascinated with the stock market as a teenager which drew him to finance, but it was after college that he realized it is working with people that he enjoys most.
Joined Lido: 2024
Homebase: Los Angeles
Professional Focus: Bringing with him over a decade of experience, Beck is committed to the financial success of his clients. He is constantly improving and updating his knowledge of financial services, and Lido has the tools that allow him to truly customize solutions to a client. He is fiercely loyal to his clients and views managing a family’s finances as a tool that can allow them to focus on the important things in life.
Education: B.S., Business Administration, University of Southern California
Previous Work Highlights: Beck began his career as a Personal Banker at JPMorgan Securities, LLC before joining UBS Wealth Management as a Registered Client Service Associate. In 2015, he was promoted to Senior Wealth Strategy Associate where he assisted in the management of a substantial amount of assets for a nation-wide book of clients.
Personal Facts: When he isn’t keeping up on the latest news in the financial world, you can find him gardening, camping/backpacking, cooking, traveling, and playing golf and beach volleyball. He is also an ordained minister, having officiated seven for friends and family.
