Stacy Beattie
Login to view DISC.Stacy Beattie is the Chief Operating Officer at Lido Advisors, where she is responsible for daily operations and aligning resources to support the firms goals. She has over two decades of experience in financial services, including serving as COO of Alternative Investments at Stifel after its acquisition of Barclays Wealth Management.
Outside of work, Stacy enjoys outdoor activities like backpacking in the mountains, surfing, and exploring cities. She previously served on the Board of Directors for Play for Life International, a non-profit that uses sports to empower at-risk youth.
She played a key role in managing the transition and launch of an internal asset management business at Barclays, including its complex option strategies.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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