As the Managing Director of Investments at Wells Fargo Advisors, Lydia Borgatta leverages her extensive experience in the financial services industry to deliver tailored investment strategies and financial advice to a diverse clientele. With a strong focus on the unique needs of business owners, Lydia...
As the Managing Director of Investments at Wells Fargo Advisors, Lydia Borgatta leverages her extensive experience in the financial services industry to deliver tailored investment strategies and financial advice to a diverse clientele. With a strong focus on the unique needs of business owners, Lydia excels in managing operating accounts, retirement and pension plans, and credit arrangements. Her expertise is particularly beneficial for privately held firms and principals of operating companies, where she provides insights that drive growth and enhance financial stability.
Lydia's transition from Credit Suisse to Wells Fargo Advisors has allowed her to expand her service offerings significantly. The comprehensive suite of investment services available at Wells Fargo enables her to address the complexities faced by small to mid-sized companies more effectively. Her ability to retain nearly all of her clients from her tenure at A.G. Edwards speaks volumes about her commitment to client relationships and her proficiency in navigating the intricacies of investment management.
Key projects Lydia has undertaken include advising on alternative investments and fundraising strategies, which have proven instrumental for clients looking to diversify their portfolios and secure capital for expansion. Her skills in business analysis and negotiation further enhance her capability to craft bespoke solutions that align with her clients' long-term financial goals. Whether working with endowments or sports clubs, Lydia’s problem-solving acumen and research-driven approach ensure that her clients receive the highest level of service and expertise in their investment endeavors.
