Sanjeev Sardana

Managing Director, Senior Wealth Advisor

Served on the board of the India Community Center (ICC) and was a charter member of The Indus Entrepreneurs, a leading non-profit organization that promotes entrepreneurship globally.

Joined Lido: 2025

Homebase: San Francisco Bay Area

Professional Focus: With his background managing wealth for a private bank’s high-net-worth clients and family offices, Sanjeev brings a wealth of experience in financial services to the Bay Area.

Education: B.S., Accounting, Rutgers University; M.B.A., Thunderbird—The American Graduate School of International Management

Previous Work Highlights: Founded BluePointe Capital Management in 2006 and served as the Chief Executive Officer until the firm’s partnership with Lido in 2025. Prior to BluePointe, he was a director in the private banking sector of Credit Suisse, where he also was handpicked to serve on their Advisory Council of Excellence.

Personal Facts: Sanjeev has joined the pickleball revolution, and you can find him crushing it on the courts on the weekends!

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