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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Walker Williams
Chief Market Strategist, Private Wealth at Lido Advisors


Walker Williams is the Chief Market Strategist, Private Wealth. 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.

Agenda Sessions

  • Architecting Your RIA Firm for Present and Future Expansion: Rules of Engagement for Developing Top Talent


At this event