EJ Cortez,
CFP®

Along with his genuine curiosity and passion for helping others, his customer service experience and education in the financial services industry has prepared him to best serve clients.

As part of the Private Client Services team, Adam helps onboard clients and supports account maintenance and money movement.

Adam brings a wealth of knowledge in the financial sector, proactively assisting clients by helping create, present, implement, and monitor their comprehensive financial plans.

Works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.

Al’s client-first attitude has always been his priority, in addition to delivering personalized financial advice and solutions enhanced by Lido’s family office style and in-house capabilities. His goal is to always provide fiercely independent analysis and advice.

Alek approaches wealth management as both an analytical discipline and a people-driven process, blending market insight with clear, practical communication. He enjoys helping clients understand not just what to do, but why it matters, so they can move forward with confidence.

Alex works closely with high-net-worth individuals, families, business owners, and executives, helping them navigate every stage of their financial lives. His work spans investment management, tax-efficient planning, estate planning coordination, retirement planning, and multi-generational wealth strategies.

Tenacity, knowledge, analytical skills, and passion for people have made her a culture leader and driving force behind creating an industry-leading team of advisors.