Howard Aschwald, CFA®

Senior Vice President
Wealth Advisor

Howard Aschwald joined Lido Advisors in 2021, bringing thirty-five years of investment experience to the firm. He is a Chartered Financial Analyst® with an undergraduate degree from the U.S. Naval Academy and an MBA from Golden Gate University. Based out of the Bay Area, he enjoys golfing and spending time with his grandchildren in his spare time. He is also a member of the Marin Estate Planning Council.

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The Chartered Financial Analyst® (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.