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

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07/06/2022 - 09:00 AM

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.