John McInerney, CFP®
Director, Senior Wealth Manager
John sits on the board of New Focus, a non-profit organization that helps coach and train people in financial need.
Joined Lido: 2023
Homebase: New York
Professional Focus: John helps his clients build and preserve their wealth with the goal of living a lifestyle of enjoyment and impact. He specializes in equity compensation and concentrated stock positions.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.B.A., Finance, Pace University
Previous Work Highlights: John worked for 13 years at Morgan Stanley with senior level professionals of public companies in the risk management, insurance, and healthcare industries, specializing in equity compensation and concentrated stock positions.
Personal Facts: John lives with his wife, four children and their energetic boxer. He enjoys golf, traveling, martial arts, cooking, and Spartan Races.
