Jack Weinstein

VP & Wealth Manager at Lido Advisors

Jack Weinstein joined Lido Advisors in 2020. He focuses on customized wealth planning and portfolio management with due consideration to tax concerns and client support. Prior to joining Lido, he worked for BNY Mellon Wealth Management in Washington, DC. Jack graduated from American University where he played for the school’s NCAA Division I Men’s Basketball team. He also holds his Series 65. In his spare time, Jack enjoys spending time with his fiancé, playing basketball and chess, and playing with his French Bulldog, Dorothy. He is based out of Los Angeles, CA.

Timeline

  • VP & Wealth Manager

    Current role

  • Wealth Manager