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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
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
Sam Hoeck
SVP & Senior Wealth Manager
Connor Maniatty
Senior Vice President
Pravin Bhagwat
SVP, Digital Transformation
Jennifer R. Elmenhurst
EVP, Enterprise Trust & Investment Company
Pat Wahler
SVP, Enterprise Trust & Investment Company
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
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
Sergio Dueñas
VP, Investment & Analytics
Roberto Paredes
Senior Managing Director
Robert Marton
Senior Managing Director
Michael Karsa
Senior Managing Director
Jeffrey Westheimer
Senior Managing Director
Bradford Hixson
MD, Mergers & Acquisitions
Evan Levy
MD & Senior Wealth Manager
Peter Morimoto
MD & Senior Wealth Advisor
Scott Berman
Director & Senior Wealth Manager
Dani Comart
Director & Senior Wealth Manager
Anna Ackerman
Director, Private Wealth
Marc Rebboah
President, Enterprise Trust & Investment Company
Cathy Larson
VP, Enterprise Trust & Investment Company
TM
Tony Mastrogiorgio
SVP, Content & Communications
Deb Achkire
Director & General Counsel
Justin Barish
Chief Marketing & Digital Officer

Board & advisors

Greg Kushner
Senior MD & Chairman

Teams

+76

Wealth Management Team

80 people · 0 jobs

+60

Leadership Team

64 people · 0 jobs

+22

Investment & Wealth Management Team

26 people · 0 jobs

+18

Analysts and Associates

22 people · 0 jobs

+9

Finance and Investment Management

13 people · 0 jobs

+4

Finance and Investment Management

8 people · 0 jobs

Offices

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