Robert Marton, CFP®, CIMA®
Senior Managing Director
Robert “Bob” Marton joined Lido Advisors in October 2019. A founding member of his former group, a major wirehouse, Bob sets strategic direction and vision by working closely with the team to deliver superior wealth management services to clients. His focus is directed toward exceptional client service through strong attention to detail and innovative financial planning that upholds the financial goals of his clients. Bob began his career in finance in the mid-1980s, working on the trading floor of the New York Mercantile Exchange (NYMEX), before joining Merrill Lynch in 2008. He holds the Certified Financial Planner CFP® certification, as well as the Certified Investment Management Analyst, CIMA® designation as an advanced investment consultant. A graduate of the University of Maryland, Bob has been a resident of Florida since 1993. He and his wife, Lisa, live in Boca Raton, FL with their three children at Woodfield Country Club, where Bob had previously served as president of the board of directors. Bob has also served on the boards of The Jewish Federation of South Palm Beach County and The Ruth and Norman Rales Jewish Family Services. Bob and Lisa are active members of Temple Beth El and enjoy spending time in White Lake, located in New York’s Catskill Mountains.
Privacy Overview
Cookies do not typically contain any information that personally identifies a user, but personal information that we store about You may be linked to the information stored in and obtained from Cookies. For further information on how We use, store and keep your personal data secure, see our Privacy Policy.
We do not store sensitive personal information, such as mailing addresses, account passwords, etc. in the Cookies We use.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions.
The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Cookies Policy:
- Company (referred to as either "the Company", "We", "Us" or "Our" in this Cookies Policy) refers to Lido Advisors, 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067.
- You means the individual accessing or using the Website, or a company, or any legal entity on behalf of which such individual is accessing or using the Website, as applicable.
- Cookies means small files that are placed on Your computer, mobile device or any other device by a website, containing details of your browsing history on that website among its many uses.
- Website refers to Lido Advisors, accessible from www.lidoadvisors.com.
The use of the Cookies
Type of Cookies We Use
Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close your web browser.
We use both session and persistent Cookies for the purposes set out below: