For over two decades, she has managed portfolios for endowments and foundations, and conducted full-scale financial planning for wealthy families.
Joined Lido: 2024
Homebase: Washington, D.C.
Professional Focus: Gretchen’s client-first outlook seeks to achieve that all of her clients receive the most comprehensive financial advice best fit for their goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.A., Philosophy, B.S., Psychology, University of Wisconsin-Madison, Pennsylvania Bankers Association Trust School, Bucknell University
Previous Work Highlights: After over a decade in banks and brokerage firms, Gretchen spent the last 9 years as a Partner, Director of Business Development/Client Portfolio Manager at Farr, Miller & Washington, LLC. During her time there she managed the referral programs with Fidelity and TDA/Schwab, originating the TDA referral relationship and acting as a member of Fidelity’s RIA Advisory Council.
Personal Facts: Gretchen is a classically trained violinist. She is a member of the Union League of Philadelphia and is very active in her community, volunteering at Safe Shores, DC Children’s Advocacy Center, and Lucky Dog Animal Rescue. Recently, she and her golden retriever, Freddie, passed a K-9 certification training program to serve as a therapy dog team in the DC area.
