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.
Blair Buick
Chief Strategy Officer
Debbie Babbush
VP & Senior Marketing Manager
Jason Lee
Chief Legal & Compliance Offic...
Jason Ozur
CEO
Jeff Garden
Chief Investment Officer
Ken Stern
President
Michael Karsa
Senior Managing Director
Roberto Paredes
Senior Managing Director
Stacy Beattie
Chief Operating Officer
Stuart Katz
President, Private Wealth Mana...
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