Dan Lidawer
President & CEO | Lids Consulting, LLC
Dan’s 35 years of experience in the financial services industry includes building HighTower, the first hybrid RIA aggregator, developing Cresset Wealth Advisors, and managing the Private Investor Department at William Blair & Co.
As a founding member of the HighTower team, he co-wrote the company’s business plan and was instrumental in building the wealth management platform. He served as the President of HighTower Advisors and HighTower Securities, the firm’s RIA and broker dealer. He was involved in all aspects of M&A activity – structuring, negotiating, managing, monitoring and truing-up transactions. Additionally, Dan was also involved in transitioning assets and integrating teams. He was a member of the Investment Committee, where he evaluated investments and monitored portfolios. When Dan left HighTower the firm had over $40 billion in assets under supervision, with 450 employees in 57 offices throughout the U.S.
At Cresset Wealth Advisors, Dan started as the first employee and built the investment platform and negotiated strategic partnerships. The firm became operational within seven months of inception. Less than one year later, the RIA had over $3 billion dollars in assets under management. Dan coordinated the activities of the wealth advisory practice with the firm’s family office and private equity group.
Dan has an MBA from the University of Chicago and a BSE from the University of Pennsylvania’s Wharton School.
In his spare time, Dan can be seen training or participating in triathlons, extreme ultra marathons, long distance biking, and hiking the highest mountains in the continental United States.
