Jack McDonald

Senior Associate, Trading & Investments

The Lido Perspective

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Podcast

News

Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

October 2024

Planning

News

Lido to Combine with Pegasus Partners to Further Strengthen UHNW Offering

October 2024

Video

News

The volatility in this season will continue into October, says Lido's Ken Stern on CNBC

September 2024

Investments

Market Updates

Focus on U.S. Elections

September 2024

Planning

Awards

Forbes' Top Next-Gen Wealth Advisor Rankings Highlight Two of Lido’s Finest

August 2024

Investments

Market Updates

A Cruel Summer

August 2024

Find out more about our leading advisors

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Dillon Gracey, CFP®
Senior Vice President, Senior Wealth Advisor
Henry Herrill, AWMA®
Senior Vice President, Senior Wealth Manager
Stuart Katz, JD
President, Private Wealth Management
Sarah Pham, CFP®, ChFC®, CWS®
Senior Vice President, Senior Wealth Manager
Lewis Shore
Managing Director, Senior Wealth Advisor
Jon Teran, CFP®
Managing Director, Senior Wealth Manager, Market Lead
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