Alex McClain
Wealth Advisor at Lido Advisors
Based in Boulder, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Boulder
Industry
Financial Services
Company size
439
Contact information
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a•••••••@lidoadvisors.com
Phone
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Background
About Alex McClain
Recent BSBA in Finance graduate from the University of Colorado - Boulder, now building a career at Lido Advisors where I help clients achieve their financial and personal goals. My strong foundations in portfolio management and problem solving coupled with my love for working with clients are the reasons I pursued a career in private wealth management. I seek to continuously nurture and expand upon these skills to provide exceptional value to clients. Commitment to fostering trusted relationships and assisting clients in finding the right solution for their unique situation are the core tenets of my professional philosophy.
Decision-makers
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Gretchen Zierolf
Managing Director · General Business & Management
- PAOther
Paul Anello
Senior Wealth Manager at Lido Advisors, Llc · Other
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