Moira Roth

PCS, Team Lead & Senior Associate at Lido Advisors

Moira Roth joined Lido Advisors in 2018. She started her journey with Lido in new accounts and now works in Private Client Services servicing high-net-worth individuals and family offices. Moira specializes in opening and servicing complex accounts, working hands-on with advisors, clients, and custodians, and always enjoys a new challenge.

Originally from Cleveland Heights, OH, Moira received her Bachelor of Fine Arts from California College of the Arts. She also spent a semester at sea through the University of Virginia, visiting 12 countries while studying abroad, and received the President’s Student Service Award for Outstanding Community Service. To continue sharing her love for the sea and nature, Moira actively volunteers and donates to the Sea Save Foundation, California Wildlife Center, and the American Wild Horse Preservation. A true hands-on worker, Moira cherishes every opportunity to connect with clients and advisors.

Timeline

  • PCS, Team Lead & Senior Associate

    Current role

  • Senior Associate