Lido Advisors Announces Hiring of Walker Williams to Lead Mountain West Region

Rhea-AI Summary

Lido Advisors has appointed Walker Williams as Managing Director for the Mountain West region, aiming to bolster its presence among high-net-worth individuals. Williams, previously with Bernstein Private Wealth Management, brings extensive experience from the private wealth management sector. His role will focus on executing innovative strategies that combine investment management with advanced tax and estate planning. Lido's approach emphasizes outcome-based investment management, offering access to various investment solutions and a family office experience.

Positive

• Appointment of experienced Walker Williams may enhance Lido's market presence in the Mountain West region.
• Williams' established background in private wealth management could lead to new client acquisitions.
• Lido's innovative investment management strategies may attract high-net-worth clients seeking personalized services.

Negative

• None.

LOS ANGELES--(BUSINESS WIRE)-- Lido Advisors, LLC (“Lido”), a leading wealth management firm for high-net-worth individuals, announced today the hiring of wealth management industry veteran Walker Williams as Managing Director of the Mountain West region.

Working with the Lido team, Williams will be executing strategies to develop and expand the firm’s presence with high-net-worth individuals and families in this important region. Williams has extensive senior leadership experience across the private wealth management and financial services sectors. Prior to joining Lido, Williams worked at Bernstein Private Wealth Management, where he was Managing Director of the firm’s Private Client business in Colorado, Utah, Wyoming and New Mexico. Earlier in his career, he worked for Neuberger Berman, Janus Capital Group and the Vanguard Group.

“I am excited to partner with and launch Lido in the Mountain West,” said Williams. “It’s a thrilling opportunity to work with such an accomplished and innovative team. Lido’s unique approach to outcome-based investment management is a far and welcome departure from static and traditional investment management. We are aligned in seeking opportunities through economic cycles and accomplishing this through a wide range of investment solutions, including incorporating hedging techniques and embracing select alternatives investments. Further, incorporating advanced tax and estate strategy in a proper investment plan is essential. Lido’s team of affiliated professionals, which includes CPAs, estate attorneys and planning specialists, is focused on our clients’ outcomes.”

“Walker is the perfect fit for Lido, particularly given his experience developing market segments within the wealth management industry,” said Lido President Ken Stern. “He understands the nuances of investment management and the private wealth industry, having built and commercialized various investment businesses and designed and managed products for investors. We couldn’t have chosen a more capable individual to grow this critical region for Lido.”

Williams holds a Bachelor of Science degree from Cornell University, where he was an award-winning Division I rower. He received his Master of Business Administration from Emory University.

About Lido Advisors

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $11 billion in assets under management and 27 offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core and tactical investment strategies. Lido provides a family office experience to its clients and has a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients’ financial partner for life. For more information, please visit www.lidoadvisors.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220706005059/en/

Hirsch Leatherwood for Lido Advisors lido-advisors@hirschleatherwood.com

Source: Lido Advisors, LLC

FAQ

Who is the new Managing Director at Lido Advisors for the Mountain West region?

Walker Williams has been appointed as the Managing Director for the Mountain West region at Lido Advisors.

What is Lido Advisors' focus with their hiring of Walker Williams?

Lido Advisors aims to develop and expand its presence among high-net-worth individuals and families in the Mountain West region.

What prior experience does Walker Williams bring to Lido Advisors?

Walker Williams has senior leadership experience from firms like Bernstein Private Wealth Management and Neuberger Berman.

What investment strategy does Lido Advisors emphasize?

Lido Advisors emphasizes an outcome-based investment management approach, focusing on risk mitigation and opportunities through economic cycles.

How much assets does Lido Advisors manage?

Lido Advisors manages over $11 billion in assets.