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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

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
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
Nicholas Doddo
VP & Wealth Advisor
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
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
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
TM
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

+5

Finance and Investment Management

8 members

Offices

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