Maxwell Westheimer Email & Phone Number

Maxwell Westheimer joined Lido in 2023. A Texas Tech University alumnus, Max graduated with a B.S. in Natural Resources Management. To continue his education, he has passed the FINRA Securities Industry Essentials® (SIE®) Exam, obtained a certificate in Financial and Quantitative Modeling from The Wharton School (Online), and has been Bloomberg Certified. He also holds his Series 65. Max grew up in San Antonio, Texas, where his father, a real estate investor, helped pique his investment interest by inviting him to sit in on numerous meetings from his formative years through early adulthood. He has a deep-seated passion for watching the capital and alternatives markets closely and understanding the “why” behind each move. Max is fiercely committed to providing clients with consistent, impactful strategies and guidance that preserve and grow legacies. He has a loyal yellow lab, Nala, who can be found by his side most times. When it’s warm outside he is on the golf course or knee deep in a mountain stream with a fly rod in hand. As the snow begins to fall, he trades the golf clubs and fly rod for his snowboard. Max is based out of Denver, CO.