Specializes in delivering comprehensive wealth management strategies and family office-style services designed to protect and grow wealth.
Joined Lido: 2023
Homebase: San Diego
Professional Focus: Believes that wealth management should evolve alongside the lives of the clients he serves. He works closely with business owners, entrepreneurs, and corporate executives to simplify complex strategies and leverage Lido’s family-office resources to help protect and grow their wealth. Billy takes pride in building trusted relationships that create meaningful impact and lasting peace of mind.
Education: B.A., Finance, Santa Clara University
Previous Work Highlights: Before joining Lido, Billy began his career at First Republic Private Bank, where he worked alongside private banking and wealth management teams on sophisticated planning and investment solutions for a diverse, high-net-worth client base.
Personal Facts: Outside the office, Billy is an avid competitor in amateur and Pro-Am golf tournaments throughout Southern California. He also values time with his family and stays active with weekend skiing and surfing.
