IDB Lido Wealth, a joint venture between IDB Bank and Lido Advisors, has announced its strategic expansion to include three industry professionals. As part of this expansion, IDB Lido Wealth, an SEC Registered Investment Adviser (RIA) since December 2022, will continue to grow its national presence across strategic tier 1 markets, including New York and Florida.
Established in 2021, IDB Lido Wealth is an institutional partnership. The RIA aims to offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the bank's domestic clients.
The recent expansion further signals IDB Lido Wealth's growing momentum. Together, the newest colleagues bring almost seven decades of combined expertise to the firm:
Nadav H. Schwartz, director & senior wealth manager – Nadav brings 17 years of experience in private wealth management. He provides customized investment strategies, sophisticated pl
