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Bradley Kaufman
Vice President, Client Relationship Manager
Boca Raton, FL
Bradley Kaufman
Vice President, Client Relationship Manager
Boca Raton, FL
His interest in investing began in high school, when his grandfather taught him how to evaluate stocks and think critically about long-term decisions – an early foundation that continues to shape his disciplined and thoughtful professional approach.
Works closely with individuals and families aiming to help them manage assets, achieve meaningful financial goals, and preserve wealth across generations. He is committed to building trusted relationships grounded in reliability, transparency, and consistent execution.
Prior to Lido, he served as a Relationship Manager at TradeStation. Earlier in his career, he held roles as a Financial Representative at National Life Group and an Insurance Broker at Cypress Insurance Group in the Miami-Fort Lauderdale area.
Outside of work, he enjoys staying active with workouts, golf, and basketball. He’s always up for trying new restaurants and loves hosting football game-day get-togethers with friends and family. Most of all, he values spending time with his family — especially his wife and young daughter, Sloane.
Bachelor of Arts, Pennsylvania State University
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