Susan Kim, CFA

Vice President, Wealth Advisor

Susan Kim is a Vice President and Wealth Advisor of Client Services at Lido Advisors servicing a broad range of corporate executives, professionals and their families. It is her belief that financial health is a key component to overall wellness. And, this is only achieved by having a robust and strategic plan customized to individual needs. This conviction will be evident from the moment you meet her.

A former investment banker in both NYC and HK, Susan spent almost 15 years covering hedge funds and mutual funds on their Asian equity investments. During this time, Susan experienced a multitude of market cycles. Accordingly, she understands both that markets can be unpredictable and that good opportunity must be seized. It is helping clients navigate this intersection where Susan excels. With a collaborative, comprehensive approach to planning and investment management, Susan’s focus will always be on achieving your financial goals.

At Lido Advisors, Susan is a founding member of Lido’s Women’s Initiative. As a firm believer in female financial empowerment, she focuses on keeping Lido at the forefront of this enormously powerful group of decision-makers. She also works closely with Lido Next Gen. Realizing the unique needs and goals of next-gen clients, Lido is constantly striving to be innovators in this space.

Susan holds a Bachelors of Finance from the University of Illinois at Urbana Champaign and is a CFA Charterholder. She has over 15 years of financial services experience with UBS, Lehman Brothers, and Nomura Holdings International. In her free time, Susan enjoys cooking, golf, and tennis. She is a volunteer with Defy Ventures: A second chance for the formerly incarcerated.


The Chartered Financial Analyst® (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.

Scroll Up