BA Economics, Northwestern University, Holds Series 65.

Henry Herrill, AWMA®

Associate Advisor

Henry joined Lido Advisors, LLC as an Associate Advisor in September 2017.

A Northwestern University alumnus, Henry graduated in 2016 with a BA in Economics and was part of the NU P.R.I.D.E. Program Leadership Institute, a program to engage students in leadership development. He cites his summer internships during college as his reason for pursuing a career in wealth management. Prior to joining Lido Advisors, he worked as a Financial Representative for Northwestern Mutual.

In order to advance his knowledge and grow in the industry, Henry studies marketing decks and presentations of current alternative assets and other newer opportunities. He has continued to take classes such as the Accredited Wealth Management Advisor course and looks to his colleagues and seniors for advice and guidance.

Henry has been a team member for Cycle for Survival for five years and enjoys playing sports. He was the Men’s Soccer Captain at Northwestern University.

Share

Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.

Scroll Up