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Jacob Silverstein,
CFP®
Vice President, Senior Wealth Manager
Edina, MN
Jacob believes financial planning is a dynamic process. Through careful analysis and close collaboration, he develops thoughtful strategies tailored to each client’s unique goals, opportunities, and challenges.
Jacob recognizes a comprehensive plan occurs at the intersection of investment management, tax strategy, and legacy planning. His keen attention to detail helps clients make informed decisions in an increasingly complex financial landscape.
Prior to joining Lido Advisors, Jacob held roles as a Portfolio Manager and Trader in the Twin Cities. He gained valuable experience constructing portfolios and guiding clients through various stages of their financial journey. At Lido Advisors, Jacob leverages his experience to deliver comprehensive wealth management solutions and a high-touch, personalized approach.
Outside of work, Jacob rarely sits still. He can often be found fishing, turning wrenches, and tending to the garden. He and his better half, Chloe, spend their time exploring Minnesota, road-tripping across the United States, and traveling abroad. When not on the go, he enjoys time at home with their many four-legged family members.
B.S., Accounting and Business Administration, Colorado State University
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