IDB Lido Wealth, LLC jobs and careers
United States
About IDB Lido Wealth, LLC
IDB Lido Wealth is an SEC Registered Investment Adviser and partnership between IDB Bank® and Lido Advisors, LLC., two innovative financial firms passionately committed to helping clients manage their financial future. Please note that SEC registration does not denote competence, ability, or expertise. IDB Bank is a New York-based, client-first bank with offices in the greater New York City area, Florida and California, with representative offices in Israel and Latin America. The Bank leverages more than 75 years of experience and its deep bench of industry expertise to meet personal, commercial, and international banking needs with personalized service. Founded in 1999, Lido Advisors, also an SEC registered advisory firm, has deep roots in the family office space. Their mission is to bring similar holistic support and innovative wealth management to high-net-worth and ultra-high-net-worth clients and families through its family office style approach. Lido Advisors has more than 30 offices nationwide. Formed in 2021, IDB Lido Wealth’s mission is to provide comprehensive and unique investment and wealth strategies designed to growth, protect, and maximize it’s clients wealth. The combination of IDB Bank and Lido is personalized, comprehensive, and stronger together.
- Employees
- 1 to 10
- Headquarters
- United States
Leadership
The top of IDB Lido Wealth, LLC's org chart, with how many people report into each leader.
Nadav H. Schwartz
Director
Jobs at IDB Lido Wealth, LLC
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