Maxwell Westheimer

Vice President, Wealth Manager

Max’s real estate investor father helped pique his investment interest by inviting him to sit in on meetings as a youngster.

Joined Lido: 2023

Homebase: Denver

Professional Focus: Max is fiercely committed to providing clients with consistent, impactful strategies and guidance that preserve and grow legacies. He has a deep-seated passion for watching the capital and alternatives markets closely and understanding the “why” behind each move.

Professional Designations: Certificate in Quantitative Modelling

Education: B.S., Natural Resources Management, Texas Tech University

Previous Work Highlights: Worked with AgriWebb, helping the AgTech startup launch their U.S. business and managing high value clients through offices in Denver and London.

Personal Facts: When it’s warm outside, he can be found knee deep in a mountain stream with a fly rod in hand or on the greens with a club. When it snows, he trades his rod and club for a snowboard. Maxwell loves spending time with Brooks, his fiancée, and his yellow lab, Nala.

Back to top