Josh Perlmutter has over five years of wealth management experience. Prior to joining Lido, he worked for a $2 billion team at Stifel. Most recently, he was a relationship manager at Cresset Capital, overseeing client relationships for a $500 million book of business. Josh graduated with a B.A. in Economics and a minor in Business Institutions from Northwestern University. He is based out of Chicago, IL, and holds his Series 66. In his spare time, he enjoys trying new restaurants and seeing live music.