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Lido Advisors

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

Industries

Finance, Consulting

Headquarters

Scottsdale, United States

Employees

51-200

Links

Org chart

Jason Ozur
CEO

Jason Ozur

Collapse
Ken Stern
President
Stacy Beattie
Chief Operating Officer
Jeff Garden
Chief Investment Officer
Jason Lee
Chief Legal & Compliance Officer
Gina Sanchez
Chief Market Strategist, Chantico Global
Naseem Anzari
Chief Financial Officer
Blair Buick
Chief Strategy Officer
Alyssa Weinberger
Chief People Officer
Alexandra Browne
Senior MD & Chief Development Officer
Stuart Katz
President, Private Wealth Management
Eric Sagadin
SVP & Senior Wealth Advisor
Brian Appel
SVP & Senior Wealth Advisor
Matt Glover
SVP & Senior Wealth Advisor
Jeffrey Kaufmann
SVP & Senior Wealth Manager
Sam Hoeck
SVP & Senior Wealth Manager
Paul Anello
SVP & Senior Wealth Manager
Jacob Loosle
SVP & Senior Wealth Manager
Chris Peterson
SVP & Senior Wealth Manager
Henry Herrill
SVP & Senior Wealth Manager
BB
Brian Blackwell
SVP & Senior Wealth Manager
Bryce Coward
SVP & Senior Wealth Manager
Colin Grover
SVP & Senior Wealth Manager
Patrick Shaw
SVP & Senior Wealth Manager
TC
Tony Chartrey
SVP & Senior Wealth Advisor
Derek Tam
SVP & Senior Wealth Advisor
Connor Maniatty
Senior Vice President
Pravin Bhagwat
SVP, Digital Transformation
GV
Grant Vahalla
SVP & Senior Wealth Manager
Jennifer R. Elmenhurst
EVP, Enterprise Trust & Investment Company
Pat Wahler
SVP, Enterprise Trust & Investment Company
Jordan Kunz
SVP & Senior Wealth Manager
DG
Dillon Gracey
SVP & Senior Wealth Advisor
Barbara Lommen
SVP & Senior Wealth Advisor
Kyle Cross
VP & Wealth Manager
Dominik Elmasian
VP & Wealth Manager
Jack Weinstein
VP & Wealth Manager
Jimmy Savage
VP & Wealth Manager
Callum Harris
VP & Wealth Manager
Ryan Hosegood
VP, Wealth Advisor
Nicholas Doddo
VP & Wealth Advisor
Laura An
VP & IT Manager
Joe Romeo
VP, Senior Wealth Manager
Brian Mills
VP & Wealth Manager
Bradley Barthelmes
VP, Mergers & Acquisitions
Elias Kaplan
VP & Wealth Manager
Emily Howard
VP & Wealth Manager
Kayla Kaltenecker
VP & Wealth Manager
Viktoria Falus
VP, Advanced Wealth Planning
Debbie Babbush
VP & Senior Marketing Manager
Max D. Lee
VP, Wealth Manager
Will Snider
VP & Senior Wealth Advisor
Sergio Dueñas
VP, Investment & Analytics
Roberto Paredes
Senior Managing Director
Robert Marton
Senior Managing Director
Jonathan Jewitt
MD & Senior Wealth Manager
Michael Karsa
Senior Managing Director
Rick Lawrence
Senior MD, Mountain West
Jeffrey Westheimer
Senior Managing Director
Bradford Hixson
MD, Mergers & Acquisitions
Jason Blumberg
MD & Senior Wealth Advisor
Scott Brokaw
MD & Senior Wealth Advisor
Erica Ghotra
MD & Senior Wealth Advisor
Jeff Christie
MD & Senior Wealth Manager
David Lundquist
MD & Senior Wealth Manager
Brendan Van Cleve
MD & Senior Wealth Manager
Evan Levy
MD & Senior Wealth Manager
Roy Elliott
MD & Senior Wealth Manager
Louis Flamino
MD & Senior Wealth Manager
Jon Teran
MD & Senior Wealth Manager
Peter Morimoto
MD & Senior Wealth Advisor
Olivia Zaiya
Director, Wealth Strategies
Colleen Kelly
Director, Senior Wealth Advisor
Shawn Moran
Director, Senior Wealth Advisor
Scott Berman
Director & Senior Wealth Manager
Dani Comart
Director & Senior Wealth Manager
John McInerney
Director, Senior Wealth Manager
Alex Kob
Director, Senior Wealth Manager
Anna Ackerman
Director, Private Wealth
Vincent Bonavia
Wealth Manager
Justin Moreci
Wealth Manager
Kelly Oliver
Wealth Manager
MW
Maxwell Westheimer
Wealth Manager
Cara Fahy
Senior Associate, Marketing
Mariel Sanchez
Front Desk Administrator
Marc Rebboah
President, Enterprise Trust & Investment Company
Nikki Brooks
Senior Associate, Enterprise Trust & Investment Company
Joe Kuepper
Senior Associate & PCS Team Lead
Steve Stein
Senior Associate, Private Client Services
Heather O'Connor
Senior Associate, Private Client Services
SS
Shannon Sahli
Wealth Manager
Stasia Washington
MD & Senior Wealth Manager
Ramsey Andrijevich
VP & Senior Wealth Manager
Cathy Larson
VP, Enterprise Trust & Investment Company
TM
Tony Mastrogiorgio
SVP, Content & Communications
Garrett Niles
SVP & Senior Wealth Manager
Deb Achkire
Director & General Counsel
Cida Brewster
Director, Integration
Brian Reisner
Senior Associate
TB
Thomas Bartling
Senior Associate, Advanced Wealth Planning
Lacie Ponce
Senior Associate, Human Resources
Chris Nolan
Associate
Alex Angulo
Paraplanner, Advanced Wealth Planning
Jeremiah James
Associate, Private Client Services
Billy Nail
Associate, Private Client Services
Will Dixon
Associate, Private Client Services
Danny Reardon
Associate, Private Client Services

Teams

+77

Wealth Management Team

80 members

+61

Leadership Team

64 members

+23

Investment & Wealth Management Team

26 members

+19

Analysts and Associates

22 members

+10

Finance and Investment Management

13 members

+5

Finance and Investment Management

8 members

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