Ben Markman, CFA

Senior Vice President, Client Reporting Manager

The Lido Perspective

See all
Investments

Market Updates

Monday Market Minute | 04.07.2025

April 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Market Updates

Monday Market Minute | 04.14.2025

April 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Market Updates

Monday Market Minute | 04.14.2025

April 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Insights

Reciprocal Tariffs

April 2025

Investments

Market Updates

Monday Market Minute | 04.07.2025

April 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Market Updates

Monday Market Minute | 03.24.25

March 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Find out more about our leading advisors

See all
Emily Kruthoff
Senior Vice President, Senior Portfolio Strategist
Brian Appel, CFP®, ChFC®
Director, Senior Wealth Advisor, Market Lead
Rick Rosenthal
Senior Vice President, Senior Wealth Manager
Jeffrey Kaufmann
Director, Senior Wealth Manager
Matthew D'Attilio, CFA
Senior Managing Director, Senior Wealth Advisor
Jon Morgan
Managing Director, Senior Wealth Advisor
Back to top

Speak with our team

Discover what we can do to protect your legacy.

Contact Us

Get the Lido Perspective

Subscribe and remain up to date with our advice, insights, and news.