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Lido Advisors

Los Angeles, US · 1 known investors

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Lido Advisors is a wealth advisory firm providing financial planning, investment management, family office, and mergers-and-acquisitions services to individuals and families. Its team includes wealth advisors, portfolio strategists, and client relationship managers.

Enterprise SoftwareFintech

Founders & leadership

GKGreg Kushner
Greg KushnerFounder, Chairman
JOJason Ozur
Jason OzurFounding Partner, Chief Executive OfficerJason Ozur is founding partner and CEO of Lido Advisors, a wealth advisory firm established in 1999 that provides financial planning, investment management, family office services, and M&A advisory to high-net-worth and ultra-high-net-worth clients.
AWAlyssa Weinberger
Alyssa WeinbergerFounding Partner, Chief People Officer, President, Family Office Advisory
JWJeffrey Westheimer
Jeffrey WestheimerFounding Partner, Senior Managing DirectorJeffrey Westheimer is a founding partner and senior managing director at Lido Advisors, a wealth advisory firm offering financial planning, investment management, family office, and mergers-and-acquisitions services to individuals and families.
BHBrian Haloossim
Brian HaloossimPresident
BBBlair Buick
Blair BuickChief Strategy OfficerChief Strategy Officer at Lido Advisors, a wealth advisory firm offering financial planning, investment management, family office, and M&A services. Buick holds a CFA charter and earned a BS in Finance from Boston University.
JGJeff Garden
Jeff GardenSenior Managing Director, Chief Investment OfficerJeff Garden is Senior Managing Director and Chief Investment Officer at Lido Advisors, a wealth advisory firm offering financial planning, investment management, family office, and mergers-and-acquisitions services.
JPJason P. Lee
Jason P. LeeChief Legal Officer
ERElena Ro
Elena RoChief Compliance Officer and Special Counsel
ABAlexandra Browne
Alexandra BrowneSenior Managing Director, Chief Development Officer
JGJordan Greenhouse
Jordan GreenhouseSenior Managing Director, Chief Growth OfficerHe holds an MBA in Business from Cornell University's S.C. Johnson Graduate School of Management and has experience in investment management, separately managed accounts, mutual funds, and securities regulation.
JBJustin Barish
Justin BarishChief Marketing and Digital OfficerHe previously held digital marketing leadership roles at Cerity Partners and Dynasty Financial Partners, and earlier worked at LevelUp (a Google Ventures company), VMware, Vogue Magazine, and the NBA; he holds a BBA in Entrepreneurship and Marketing from Northeastern University.

Investors · 1

In the news

Meet the Lido Advisors Team | Wealth Management Professionalslidoadvisors.com · Dec 2025

Frequently asked questions

What does Lido Advisors do?
Lido Advisors is a wealth advisory firm providing financial planning, investment management, family office, and mergers-and-acquisitions services to individuals and families. Its team includes wealth advisors, portfolio strategists, and client relationship managers.
Who founded Lido Advisors?
Lido Advisors was founded by Greg Kushner, Jason Ozur, Alyssa Weinberger, Jeffrey Westheimer.
Who are Lido Advisors's investors?
Lido Advisors's investors include Charlesbank Capital Partners.
Where is Lido Advisors headquartered?
Lido Advisors is headquartered in Los Angeles, US.