Stacy Beattie

Stacy Beattie joined Lido Advisors in 2021. 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. Stacy brings 17+ years of industry experience and leadership focused on developing and delivering technology-driven solutions for advisors and clients. Stacy began her career as an analyst at Lehman Brothers in Chicago. 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 consisting of fixed income, equities, and complex option strategies from the New York office. Following the acquisition of Barclays by Stifel, Nicolaus & Company Incorporated, Stacy was the COO of the Alternative Investments Team responsible for driving the successful delivery of strategic platform enhancements to simplify the alternative process for clients, advisors, and fund partners.

Stacy earned her undergraduate degree in Political Science from Iowa State University and a Master’s in Public Management Administration from DePaul University. 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. Stacy holds her Series 66. After 10 years in Brooklyn, Stacy now resides in Los Angeles.