Comart Joins from J.P. Morgan Private Bank, where he was a leader of South Florida’s Private Business Advisory Practice
Lido Advisors, LLC, (www.lidoadvisors.com) a full service, independent, registered investment advisory firm, announced that Dani Comart joined the firm’s Boca Raton office this month as Vice President, Private Client Services, continuing the firm’s expansion.
Comart brings a decade of wealth management experience serving ultra-high net worth families, private business owners, corporate executives, family offices, and foundations. He joins Lido Advisors from J.P. Morgan Private Bank, where he was a leader of South Florida’s Private Business Advisory Practice. His focus was on advising middle market business owners on strategic pre-transaction planning, trust and estate plan optimization, goals-based financial planning, day-one liquidity preparation, portfolio construction and asset allocation.
"Lido Advisors is investing in growing its entrepreneurial team across the country, leveraging its family office background and network to bring unique investment offerings to its clients and harnessing the power of best in class technology to deliver an exceptional client experience," says Comart. "I am honored to join this collaborative team of experienced professionals and expand the firm’s presence in Florida and across the country."
"We are excited to have Dani join our Boca Raton team. His years of experience in working with high net worth clients and his alignment with our philosophy to always do the right thing for the right reasons makes him a perfect fit for our continued Florida expansion," says Robert Marton, CFP®, CIMA®, Managing Director of Lido Advisors’ Boca Raton office.
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.
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Lido Advisors, LLC