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

Consulting

Finance

Lido Advisors

The Los Angeles office focuses on wealth management, client advisory services, and strategic marketing initiatives.

Los Angeles

The Chicago office focuses on wealth management and client relationship services for high-net-worth individuals.

Chicago

The Mequon office focuses on providing personalized wealth management and investment services to private clients.

Mequon

Jason Ozur

Justin Barish

Jason P. Lee

Jeffrey Garden

Jordan Greenhouse

Tony Mastrogiorgio

Pat Wahler

Marc Rebboah

Margaret McCulloch

Naseem Anzari

Jeffrey Westheimer

Alexandra Browne

Alyssa Weinberger

Ken Stern

Michael Karsa

Stuart Katz

Roberto Paredes

Jason Lee

Blair Buick

Stacy Beattie

Jeff Garden

Greg Kushner

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 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

This department focuses on delivering personalized financial solutions and support to individual clients.

Private Client Services

This department oversees strategic direction and governance for the organization.

Executive Leadership

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 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.

Lido Advisors

Org chart

Board & advisors

Teams

Investment & Wealth Management Team

Wealth Management Team

Private Client Services

Executive Leadership

Leadership Team

Analysts and Associates

Offices

Lido Advisors

Org chart

Board & advisors

Teams

Investment & Wealth Management Team

Wealth Management Team

Private Client Services

Executive Leadership

Leadership Team

Analysts and Associates

Offices

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