Maria helps families aiming to build, protect, and pass down wealth across generations with the discipline she honed over 15 years working with ultra-high-net-worth families.
Joined Lido: 2026
Homebase: New York, NY
Professional Focus: Maria works closely with individuals and families to help navigate financial decisions with clarity and confidence. She is committed to bringing structure and long-term perspective to every relationship, especially when handling wealth creation, preservation, and generational transfers.
Education: B.B.A., Finance, Pace University
Previous Work Highlights: Maria spent over 10 years at Goldman Sachs Partners Family Office, managing ultra-high-net-worth clients. She later worked as a Senior Client Success Manager at Addepar and as a Senior Manager at CBIZ.
Personal Facts: Maria lives with her husband and four children and is an active member of her children’s school community. She enjoys spending time with her family, attending her children’s sporting events, visiting museums, parks, and exploring new places.
