Candice Richardson

Candice Richardson is a Vice President, Investments and Analytics at Lido Advisors, LLC, based in Santa Monica, California. She is responsible for optimizing client portfolios and providing advanced wealth management solutions, leveraging her expertise in investment analytics and portfolio strategy. Her work focuses on equities, fixed income, and alternative investments, with a particular emphasis on risk management and asset allocation strategies tailored to high-net-worth individuals and families.

Prior to her current role, Candice served as an Investment Analyst at Lido Advisors, where she contributed to research and analysis supporting investment decision-making. She also held a brief position as a Management Consultant at Witt O'Brien's, gaining experience in strategic advisory and operational improvement. Her career demonstrates a strong progression in investment management and analytics within the wealth advisory sector.

Candice holds a Master's degree in Public Policy Analysis from the University of California, Los Angeles, and a Bachelor's degree in Business/Managerial Economics from Pace University. She is a Chartered Financial Analyst (CFA) charterholder, reflecting her commitment to professional excellence and ethical standards in investment management. Candice has been recognized for her contributions to enhancing portfolio performance and delivering insightful market analysis, positioning her as a key contributor to Lido Advisors' investment team.