Ramsey has extensive experience with the challenges facing collectors of Fine Art & Tangible Assets.
Joined Lido: 2023
Homebase: Los Angeles
Professional Focus: His goal is to establish personal relationships with every client, analyze their asset allocations, and perform comprehensive financial planning with their individual goals in mind. He also helps fine arts collectors coordinate with other professionals to mitigate risk, plan for tax considerations, and devise estate and legacy plans.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Economics, University of Missouri, Kansas City
Previous Work Highlights: He previously worked as a Wealth Advisor at First Foundation Advisors. Additional prior experience includes Relationship Management with Purus Wealth Management and Advisor Training & Support with Waddell & Reed Financial.
Personal Facts: Ramsey is passionate about the arts, currently a board member for Arts Orange County. He also enjoys watching the Kansas City Chiefs and staying active. He says he is most proud of his family, by far.