Al is focused on forming lifelong relationships with his clients while being a steward of capital for families and institutions.
Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: Al’s client-first attitude has always been his priority, in addition to delivering personalized financial advice and solutions enhanced by Lido’s family office style and in-house capabilities. His goal is to always provide fiercely independent analysis and advice.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.A., Mathematics, Williams College; B.A., Economics, Williams College
Previous Work Highlights: Joined Pegasus Partners in 2020 prior to their partnership with Lido and served as a Wealth Advisor focusing on investment strategy, financial planning, and multi-generational wealth transfer. Prior to Pegasus Partners, Al was an Equity Research Analyst at Impala Asset Management.
Personal Facts: During his senior year at Williams, Al was captain of the baseball team that won its division, and he earned NESCAC Player of the Year honors. Al and his wife, Gretchen, moved with their two kids from Connecticut to Milwaukee in 2020. They enjoy playing golf together, traveling, running, and cheese curds.
