Jyn Costlow

Jyn Costlow is a Senior Associate in Client Reporting at Lido Advisors, LLC, based in Scottsdale, AZ. In her current role, she specializes in overseeing client investment reporting and supporting the delivery of portfolio performance insights and market updates to clients. Her focus is on streamlining communication between clients and advisors and ensuring the highest standard of service for high-net-worth individuals and institutional investors.

Prior to joining Lido Advisors, Jyn held a key leadership position as Office and Client Services Manager at Copperwynd Financial, where she was instrumental in managing client relationships and operational efficiency for over a decade. She has additional experience as an Administrative Manager at A&M Corson's AquaValue, developing strong organizational and process-management skills.

Jyn holds a BA in Organizational Management from Ashford University, complemented by studies in business technology and accounting at Chemeketa Community College, Mesa Community College, and the University of Phoenix. She is recognized for her expertise in client service delivery, investment reporting, and office operations within wealth management, with a particular emphasis on multi-asset class portfolios and private client advisory services.