Adam Castillo

Senior Associate, Private Client Services

Adam credits youth basketball for creating his competitive nature and love of sports.

Joined Lido: 2022

Homebase:  San Diego

Professional Focus: As part of the Private Client Services team, Adam helps onboard clients and supports account maintenance and money movement. 

Education: B.A., Finance, Cal State San Marcos

Previous Work Highlights: He began his career as a Margins Specialist at LPL.

Personal FactsAdam has given back to youth sports by officiating games through the Northern California Basketball Officials Association.

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