Scott Poelman
Managing Director, Senior Wealth Advisor
Scott has learned over the years that wealth management is much more than numbers. It is also about purpose and impact.
Joined Lido: 2025
Homebase: Salt Lake City, UT
Professional Focus: Leads Lido’s private wealth management business in Salt Lake City, Utah, serving clients across the wealth spectrum throughout the United States. Brings together professionals with specialized expertise to collaborate across clients’ financial goals, including investments, taxes, legacy creation, estate planning, and liquidity management. Specializes in helping business owners navigate the personal side of liquidity events and is passionate about helping people find and fulfill their life’s purpose.
Education: B.A., Brigham Young University; J.D., Wake Forest University School of Law; LL.M in Taxation, University of San Diego School of Law
Previous Work Highlights: Has worked with wealthy individuals and families since 2004. Prior to joining Lido, he co-founded Olympus Wealth Management, which he helped lead and grow for more than 12 years before merging it into Lido Advisors in 2025. Before Olympus, he spent three years as a private banker at J.P. Morgan’s Private Bank and nearly six years as a tax lawyer at leading firms in California and Utah, focusing on tax planning for wealthy families and closely held businesses.
Personal Facts: Enjoys recreation and travel with family and friends and serving in his church. An outdoor enthusiast, who loves mountain biking, skiing, boating, hiking, canyoneering, off-roading, and sailing. Lives in Cottonwood Heights, Utah, with his wife (the love of his life), and they are the proud parents of four amazing children.
Lido Advisors, LLC does not provide legal or tax advice. Please consult an attorney or tax advisor should you require such services.
