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Stacy Beattie - Chief Operating Officer

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Stacy Beattie

Stacy Beattie

Chief Operating Officer

Los Angeles, CA

Stacy Beattie - Chief Operating Officer

Stacy Beattie

Chief Operating Officer

Los Angeles, CA

Stacy brings 17+ years of industry experience and leadership focused on developing and delivering technology-driven solutions for advisors and clients.
Professional Summary

She is the Chief Operating Officer responsible for the day-to-day operations of the firm and ensuring that all systems, resources, and people are in alignment to support Lido’s goals.

Previous Work Highlights

At Barclays Wealth & Investment Management, Stacy held several roles, including leading a team responsible for onboarding new advisors to the firm, and later, launching and managing an internal asset management business from the New York office. Following the acquisition of Barclays by Stifel, Nicolaus & Company Inc., Stacy was the COO of the Alternative Investments Team.

Personal Facts

Stacy previously served on the Board of Directors of Play for Life International, a non-profit that used sports to engage and empower at-risk youth. When not working, Stacy can be found exploring the world through city adventures, finding serenity while backpacking in the mountains, or falling off a surfboard.

Education & Certifications

Bachelor’s, Political Science, Iowa State University; Master’s, Public Management Administration, DePaul University

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Stacy Beattie

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.