Dani Comart joined Lido in 2020. He brings a decade of wealth management experience serving ultra-high net worth families, private business owners, corporate executives, family offices, and foundations. His focus is directed toward exceptional client service through strong attention to detail and innovative financial planning that upholds the financial goals of his clients. Dani joined Lido from J.P. Morgan Private Bank where he was a leader of South Florida’s Private Business Advisory Practice focused on advising middle market business owners. These services included strategic pre-transaction planning, trust and estate plan optimization, goals-based financial planning, day-one liquidity preparation, portfolio construction and asset allocation. A graduate of the University of Florida, Dani is also a native Floridian. He is an active participant with The Jewish Federation of South Palm Beach County. Dani loves to spend time with his family, cook, travel, and play golf. He is based out of Boca Raton, FL.