Lidia Amodei CFP®, CFA
Lidia Amodei, CFP®, CFA is the Chief Investment Officer, Investment Committee Lead, and a Financial Planner at Attleboro Wealth Management. She is an investment professional with three decades of experience advising individual and institutional clients. With a strong foundation in institutional investment consulting, portfolio management, investment research, and retirement solutions, Lidia held senior roles at leading firms including The Vanguard Group, Bank of America Merrill Lynch, Wells Fargo Asset Management and Allspring Global Investments. She advised endowments, foundations, corporate retirement plan sponsors, and individuals, combining deep investment expertise with a client-first approach.
A Certified Financial Planner™ and CFA® Charterholder, Lidia excels at translating complex investment insights into actionable strategies that support long-term financial goals. She holds a Bachelor of Business Administration in International Business and a Master of Business Administration with a concentration in Finance, both from Temple University. Lidia is an active member of the CFA Institute and the CFA Society of Philadelphia. She lives in Yardley, Pennsylvania with her husband and their two children. She spends much of her free time on the sidelines cheering at her children's sporting events.