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Billy Nail

Associate, Private Client Services at Lido Advisors

  • LinkedIn

I am a Senior in the the Leavey School of Business at Santa Clara University majoring in Finance. Along with being a problem solver at heart, I pride myself on being a self-motivated and ...

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LIDO ADVISORS

LIDO ADVISORS

  • description Description
    Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (RIAs) in the U.S. with over $11 billion in assets under management (AUM). Lido has been recognized by a...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Employees

Brian Mills

Vice President of Wealth Management

Samantha Sheftell

Corporate Marketing Strategist

Patrick Garcia

Associate - Alternative Investments

Stav Berlin

Administrative Associate

Benjamin Markman

Operations Business Analyst

CFP Melinda McHugh

Executive Vice President - Advanced Wealth Planning

William Coughlan

Vice President, Tax Specialist

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  • Phone number  :  (***)-***-****
  • Email  :  b****@firstrepublic.com

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