Lido Advisors, LLC, Continues New York Expansion with Susan Kim, CFA, Joining as VP of Client Services

Kim brings over 15 years of financial services experience that spans across the globe and is a founding member of Lido’s Women’s Initiative

LOS ANGELES–(BUSINESS WIRE)–Lido Advisors, LLC, (www.lidoadvisors.com) a full service, independent, registered investment advisory firm, announces that Susan Kim, CFA®, joins Lido Advisors as a Vice President of Client Services, continuing the firm’s expansion in the New York market.

A former investment banker in both New York City and Hong Kong, Kim spent almost 15 years covering hedge funds and mutual funds on Asian equity investments. During this time, she experienced a multitude of market cycles (including the 2008 Global Financial Crisis). Accordingly, she understands both that markets can be unpredictable and that good opportunities must be seized. It is helping clients navigate this intersection that Kim finds most rewarding.

With a collaborative, comprehensive approach to planning and investment management, Kim’s focus is on achieving her clients’ financial goals. “I’m a firm believer that true independence does not exist without financial independence. Said in another way, financial health is a critical component to overall wellness and this should never be underestimated,” says Kim.

“Her conviction is evident the moment you meet her. It’s clear Susan’s focus is always on achieving her clients’ financial goals,” said Lido Advisors Senior Managing Director Ken Stern, CFP®.

It is this conviction that brings Kim to Lido Advisors. Long term financial success doesn’t happen by accident. It is only achieved by having a robust and strategic plan that is customized for the individual. Kim’s passion for active financial management is evident.

At Lido Advisors, Kim is a founding member of Lido’s Women’s Initiative. A firm believer in female financial decision-makers, she focuses on keeping Lido at the forefront of this enormously powerful group. She also works closely with Lido Next Gen. Realizing the unique needs and goals of next-gen clients, Lido is constantly striving to be innovators in this space.

Kim holds a bachelor’s degree in finance from the University of Illinois at Urbana Champaign, and she is a CFA Charterholder. She has over 15 years of financial services experience with UBS, Lehman Brothers and Nomura Holdings International. In her free time, Susan enjoys cooking, golf and tennis. She is a volunteer with Defy Ventures: A second chance for the formerly incarcerated.

About Lido Advisors, LLC:

Lido Advisors. LLC, is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, and with offices across the U.S. It executes innovative and comprehensive investment and wealth strategies designed to grow, protect, and maximize its clients’ legacies. Lido Advisors is focused on creating an elegant, effective, and responsive client experience that exemplifies its commitment to excellence.

Twitter: @lidoadvisorsllc

LinkedIn: https://www.linkedin.com/company/lido-advisors

YouTube: https://www.youtube.com/channel/UCJKgQa8eR5niUn_LeOmgNNQ

Contacts

Megan Sawyer

Lido Advisors, LLC

msawyer@lidoadvisors.com

error: Content is protected !!