The Finance and Investment Management team at Lido Advisors is responsible for developing and executing investment strategies that align with client goals. This team oversees portfolio management, market analysis, and strategic financial planning while also ensuring operational efficiency and compliance within the investment framework. They leverage expertise across various sectors to maximize returns and provide comprehensive wealth management solutions.
Brad Bickham
Director, Investments Mountain...
Gina Sanchez
Chief Market Strategist, Chant...
Jeff Garden
Chief Investment Officer
Jennifer R. Elmenhur...
EVP, Enterprise Trust & Invest...
Margaret McCulloch
EVP, Enterprise Trust & Invest...
Michael Sanchez
SVP, Operations & Facilities
Naseem Anzari
Chief Financial Officer
Pat Wahler
SVP, Enterprise Trust & Invest...
Pravin Bhagwat
SVP, Digital Transformation
Troy Jones
EVP, Enterprise Trust & Invest...