Steve Stein

Senior Associate, Private Client Services



Steve Stein joined Lido in 2023 as part of its partnership with Colorado Financial Management (“CFM”). His responsibilities include account maintenance, generating reports, processing transfers, and much more. Prior to joining Colorado Financial Management, Steve worked as a Broker Assistant at Edward Jones Investments.

Steve enjoys the diversity and dynamics within the financial markets. He was first introduced to investments in high school by one of his grandmothers who was a member of an Investment Club. Steve graduated from the University of Colorado with an MBA as well as a BA in Psychology.

Steve resides in Boulder, CO, with his wife and stepson. He enjoys the many outdoor opportunities his beautiful surroundings offer including hiking, skiing, and mountain biking. Steve is also a die-hard St. Louis Cardinals fan.

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