Lido Advisors

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

Industries

Consulting, Finance

Headquarters

Scottsdale, United States

Employees

51-200

Links

Org chart

Jason Ozur

CEO

Jason Ozur

Collapse

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

Brian Blackwell

SVP & Senior Wealth Manager

Bryce Coward

SVP & Senior Wealth Manager

Colin Grover

SVP & Senior Wealth Manager

Patrick Shaw

SVP & Senior Wealth Manager

Tony Chartrey

SVP & Senior Wealth Advisor

Derek Tam

SVP & Senior Wealth Advisor

Connor Maniatty

Senior Vice President

Pravin Bhagwat

SVP, Digital Transformation

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

Dillon Gracey

SVP & Senior Wealth Advisor

Barbara Lommen

SVP & Senior Wealth Advisor

VP & Wealth Manager

VP & Wealth Manager

VP & Wealth Manager

VP & Wealth Manager

VP & Wealth Manager

VP & Wealth Advisor

VP & Wealth Manager

VP, Mergers & Acquisitions

VP & Wealth Manager

VP & Wealth Manager

VP & Wealth Manager

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

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

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

Marc Rebboah

President, Enterprise Trust & Investment Company

Stasia Washington

MD & Senior Wealth Manager

Ramsey Andrijevich

VP & Senior Wealth Manager

Cathy Larson

VP, Enterprise Trust & Investment Company

Tony Mastrogiorgio

SVP, Content & Communications

Garrett Niles

SVP & Senior Wealth Manager

Deb Achkire

Director & General Counsel

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

Finance and Investment Management

8 members

Offices

This company has no offices yet

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