Gretchen and her golden retriever, Freddie, passed a K-9 certification training to serve as a therapy dog team in the DC area.
Joined Lido: 2024
Homebase: Washington, D.C.
Professional Focus: With two decades’ experience managing portfolios for endowments and foundations, and full-scale financial planning for wealth families, Gretchen is growing Lido's presence in the Mid-Atlantic region, with a focus on guiding clients on Lido's sophisticated wealth management solutions.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.A., Philosophy, B.S., Psychology, University of Wisconsin-Madison, Pennsylvania Bankers Association Trust School, Bucknell University
Previous Work Highlights: Gretchen spent nine years as a Partner, Director of Business Development/Client Portfolio Manager at Farr, Miller & Washington, LLC. She managed the referral programs with Fidelity and TDA/Schwab, originated the TDA referral relationship and acted as a member of Fidelity’s RIA Advisory Council.
Personal Facts: Gretchen is a classically trained violinist. She is a member of the Union League of Philadelphia and is very active in her community, volunteering at Safe Shores, DC Children’s Advocacy Center, and Lucky Dog Animal Rescue.
