Bob Marton

Bob Marton

Portefeuillebeheerder-Aandelen bij Lido Advisors LLC

Profiel

Mr. Robert Marton is a Senior Managing Director & Senior Wealth Advisor at Lido Advisors LLC.
He joined Lido Advisors in October 2019.
A founding member of his former group, a major wirehouse, Bob sets strategic direction and vision by working closely with the team to deliver superior wealth management services to clients.
His focus is directed toward exceptional client service through strong attention to detail and innovative financial planning that upholds the financial goals of his clients.
He began his career in finance in the mid-1980s, working on the trading floor of the New York Mercantile Exchange (NYMEX), before joining Merrill Lynch in 2008.
He holds the Certified Financial Planner CFP certification, as well as the Certified Investment Management Analyst, CIMA designation as an advanced investment consultant.
A graduate of the University of Maryland, Bob has been a resident of Florida since 1993.

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Portefeuillebeheerder-Aandelen 01-10-2019
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