Walker Williams

Walker Williams Email and Phone Number

Senior Leadership: Leading Investment and Wealth Management Firm | Helping Clients Build Their Financial Legacy | Portfolio Management | Financial Planning | Families | Individuals | Executives | Entrepreneurs @ Lido Advisors, LLC
los angeles, california, united states
Walker Williams's Location
Edwards, Colorado, United States, United States
About Walker Williams

Walker Williams is a Chief Market Strategist, Private Wealth for Lido Advisors.He is part of the senior management team that is charged with expanding the firm’s presence with high-net-worth individuals and families for Lido. Walker is well-positioned to help his clients. He understands the nuances of investment management and the private wealth industry, having built, and commercialized various investment businesses and designed and managed products for investors. He has also consulted for various chief investment officers and portfolio managers, giving him depth of knowledge on a vast array of technical and nontechnical subjects. Walker has extensive senior leadership experience across the private wealth management and financial services sectors. He joined Lido from Bernstein Private Wealth Management, where he was Managing Director of the firm’s Private Client business in Colorado, Utah, Wyoming, and New Mexico. Earlier in his career, he worked for Neuberger Berman, Janus Capital Group, and the Vanguard Group. Walker holds a Bachelor of Science degree from Cornell University, where he was an award-winning Division 1 rower. He also received his Master of Business Administration from Emory University and holds his Series 65. Walker has three children and resides in Colorado’s Vail Valley with his wife.

Walker Williams's Current Company Details
Lido Advisors, LLC

Lido Advisors, Llc

View
Senior Leadership: Leading Investment and Wealth Management Firm | Helping Clients Build Their Financial Legacy | Portfolio Management | Financial Planning | Families | Individuals | Executives | Entrepreneurs
los angeles, california, united states
Website:
lidoadvisors.com
Employees:
71
Walker Williams Work Experience Details
  • Lido Advisors, Llc
    Chief Market Strategist, Private Wealth
    Lido Advisors, Llc Feb 2024 - Present
    Walker is part of the senior management team that is charged with expanding the firm’s presence with high-net-worth individuals and families for Lido.Lido’s family office style delivers access to sophisticated strategies once available only to the ultra-wealthy. Our robust in-house platform enables us to build customized and pooled investments quickly and efficiently to deliver options, alternatives, and private debt and equity exposure. Lido’s deep bench of in-house and affiliated financial planning, tax consulting, and trust professionals provides holistic, multidisciplinary financial management to our families and clients.
  • Lido Advisors, Llc
    Managing Director | Practice Lead, Private Wealth
    Lido Advisors, Llc Feb 2023 - Feb 2024
  • Lido Advisors, Llc
    Managing Director | Rocky Mountain Region
    Lido Advisors, Llc Mar 2022 - Feb 2023
    Denver Metropolitan Area
  • Ypo
    Board Member | Ypo Rocky Mountain Chapter And Ypo Personal Investing Network
    Ypo Aug 2020 - Jan 2023
    Denver Metropolitan Area
  • Bernstein Private Wealth Management
    Senior Vice President | Managing Director
    Bernstein Private Wealth Management May 2020 - Mar 2022
    Denver Metropolitan Area
  • Bernstein Private Wealth Management
    Managing Director
    Bernstein Private Wealth Management May 2017 - May 2020
    Denver, Colorado
  • Alliancebernstein
    Managing Director, Alternatives Business Development
    Alliancebernstein Feb 2016 - May 2017
    Greater Denver Area
  • Alliancebernstein
    Director Of Business Development
    Alliancebernstein Sep 2014 - Feb 2016
    Greater Denver Area
  • Ab
    Vice President, Global Channel Leader For Retail Fixed Income Product Management
    Ab Jul 2011 - Sep 2014
    Greater New York City Area
  • Neuberger Berman
    Vice President, Equity Product Management
    Neuberger Berman Aug 2010 - Jul 2011
    Greater New York City Area
  • Maple Resources Corporation
    Vice President Of Product Development
    Maple Resources Corporation May 2009 - Jul 2010
    Dallas/Fort Worth Area
  • Janus Capital Group
    Intech And Perkins Investment Product Manger
    Janus Capital Group May 2007 - Jun 2009
    Greater Denver Area
  • Ab
    Assistant Vice-President ­ Investment Planning And Analysis
    Ab Nov 2005 - May 2007
    Greater New York City Area
  • The Vanguard Group
    Communication Specialist
    The Vanguard Group Jun 2004 - Nov 2005

Walker Williams Skills

Equities Mutual Funds Investments Fixed Income Capital Markets Strategy Product Management Strategic Planning Financial Services Series 7 Hedge Funds Series 63 Management Ucits Investment Management Portfolio Management Alternative Investments Asset Management Finance Asset Allocation

Walker Williams Education Details

Frequently Asked Questions about Walker Williams

What company does Walker Williams work for?

Walker Williams works for Lido Advisors, Llc

What is Walker Williams's role at the current company?

Walker Williams's current role is Senior Leadership: Leading Investment and Wealth Management Firm | Helping Clients Build Their Financial Legacy | Portfolio Management | Financial Planning | Families | Individuals | Executives | Entrepreneurs.

What is Walker Williams's email address?

Walker Williams's email address is wa****@****ein.com

What schools did Walker Williams attend?

Walker Williams attended Emory University - Goizueta Business School, Cornell University.

What skills is Walker Williams known for?

Walker Williams has skills like Equities, Mutual Funds, Investments, Fixed Income, Capital Markets, Strategy, Product Management, Strategic Planning, Financial Services, Series 7, Hedge Funds, Series 63.

Who are Walker Williams's colleagues?

Walker Williams's colleagues are Jon Morgan, Garin Rydalch, Melinda Mchugh, Cfp ®, Thomas Moultis, Tommy Corning, Patrick Lignon, Adrianne Erickson.

Not the Walker Williams you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.