Dani Comart

Director, Senior Wealth Manager

Dani is an active participant with the Jewish Federation of South Palm Beach County.

Joined Lido: 2020

Homebase:  Boca Raton, Florida

Professional Focus: He focuses on exceptional client service through strong attention to detail and innovative financial planning that supports the financial goals of his clients. 

Education: B.S., Finance, University of Florida

Previous Work Highlights: Dani was a leader of J.P. Morgan Private Bank’s South Florida Private Business Advisory Practice where he focused on advising middle market business owners’ pre-transaction strategies, liquidity, goals-based financial planning, and trust and estate optimization. 

Personal Facts: Dani is a native Floridian and an active participant with The Jewish Federation of South Palm Beach County. 

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