Mergers & Acquisitions
Brad Hixson leads M&A activity for Lido Advisors. He has over 30 years of experience in the financial services industry and has expertise spanning financial planning, estate planning, and investment management. He spent a decade in the Trust industry and has a deep understanding of estate and trust planning. He also has experience on the Institutional side of the business working within Clearing and Custody, where he gained an in-depth understanding of the RIA marketplace. Brad graduated magna cum laude with a Bachelor of Science degree in Business Administration from the University of Pittsburgh. He currently resides outside of Pasadena and enjoys spending time with his son, hiking, surfing, and enjoying the overall Southern California lifestyle.