Ramsey Andrijevich joined Lido in 2023 where his primary focus is to establish and maintain personal relationships with every client. He takes great pride in his involvement in his clients’ experience by preparing presentations, analyzing asset allocations, and performing comprehensive financial planning, all with their individual goals in mind. Ramsey also has extensive awareness of the challenges facing collectors of Fine Art & Tangible Assets. He helps collectors coordinate with other professionals to mitigate risk, plan for tax considerations, and devise estate and legacy plans.
He previously worked as a Wealth Advisor at First Foundation Advisors. Additional prior experience included Relationship Management with Purus Wealth Management and Advisor Training & Support with Waddell & Reed Financial. He is a member of the Newport Beach Arts Foundation and the Laguna Beach Festival of Arts.
Ramsey is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his Bachelor’s in economics from the University of Missouri, Kansas City.