Lido Advisors is an investment management company that provides wealth management and philanthropy advisory services.

Consulting

Finance

Lido Advisors

Lido Advisors' headquarters in Scottsdale, AZ, United States

Jason Ozur

Stuart Katz

Jordan Greenhouse

Margaret McCulloch

Ken Stern

Justin Barish

Tony Mastrogiorgio

Pat Wahler

Marc Rebboah

Naseem Anzari

Roberto Paredes

Alexandra Browne

Jeffrey Westheimer

Alyssa Weinberger

Michael Karsa

Jason Lee

Blair Buick

Stacy Beattie

Jeff Garden

Greg Kushner

The Wealth Management Team at Lido Advisors is dedicated to providing personalized investment strategies and financial planning services to clients. They collaborate closely with individuals and families to manage their wealth, optimize investments, and create tailored philanthropic strategies, ensuring alignment with clients' goals and values. With a diverse range of experts, the team is equipped to address complex financial needs and deliver exceptional client service.

Wealth Management Team

The Leadership Team at Lido Advisors is responsible for guiding the strategic direction of the company, ensuring operational efficiency, and enhancing the delivery of wealth management and philanthropy advisory services. Comprising senior executives across various functions, including investment management, compliance, marketing, and human resources, this team collaborates to foster innovation, drive growth, and uphold the highest standards of client service. Their collective expertise supports Lido Advisors' mission to provide tailored solutions that meet the diverse needs of clients and their philanthropic goals.

Leadership Team

The Investment & Wealth Management Team at Lido Advisors specializes in delivering tailored investment strategies and comprehensive wealth management solutions to affluent clients. This diverse group of professionals, including wealth advisors and investment analysts, collaborates to optimize portfolios, provide advanced wealth planning, and navigate complex financial landscapes, ensuring clients achieve their financial goals while considering philanthropic interests.

Investment & Wealth Management Team

The Analysts and Associates team at Lido Advisors plays a crucial role in supporting the firm’s investment management and wealth advisory services. This team is responsible for conducting in-depth research, analyzing market trends, and providing insights that shape client investment strategies. They also assist in compliance, marketing, and client services, ensuring a comprehensive approach to wealth management and philanthropy advisory.

Analysts and Associates

The Finance and Investment Management team at Lido Advisors is responsible for developing and executing investment strategies that align with client goals. This team oversees portfolio management, market analysis, and strategic financial planning while also ensuring operational efficiency and compliance within the investment framework. They leverage expertise across various sectors to maximize returns and provide comprehensive wealth management solutions.

Finance and Investment Management

The Finance and Investment Management team at Lido Advisors spearheads the strategic planning and execution of investment strategies, ensuring optimal asset allocation for clients. This team, composed of experienced professionals in wealth management, mergers and acquisitions, and advanced wealth planning, collaborates to provide tailored financial solutions that align with clients' long-term philanthropic and wealth-building goals.

Lido Advisors

Org chart

Board & advisors

Teams

Wealth Management Team

Leadership Team

Investment & Wealth Management Team

Analysts and Associates

Finance and Investment Management

Finance and Investment Management

Offices

Lido Advisors

Org chart

Board & advisors

Teams

Wealth Management Team

Leadership Team

Investment & Wealth Management Team

Analysts and Associates

Finance and Investment Management

Finance and Investment Management

Offices

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