Sam Hoeck, CFA joined Lido in 2023. He joined Lido from First Republic Private Wealth Management, where he worked as an Associate Wealth Manager and Client Relationship Analyst. His prior experience also includes roles at Well Fargo Advisors and Kestra Private Wealth Services.
Sam earned a B.S. in Managerial Economics from University of California, Davis where he played Division I men’s soccer. He is also a CFA® charterholder and holds his Series 66.
Sam lives in San Diego and can be found snowboarding and fishing in his spare time.
The Lido Perspective