Lido Advisors
Los Angeles, US · 1 known investors
Find your way into Lido Advisors
194 people in our graph share verified history with the Lido Advisors team — schools, employers, funds. One of them is your warm intro.
Michelle Cuttlerunlockedknows Jeffrey Westheimer · together at Georgetown Law (overlapped)
×8knows the team · via Georgetown Law
×3knows the team · via The University of Texas at Austin
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.
Founders & leadership
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Greg KushnerFounder, Chairman
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Jason OzurinFounding Partner, Chief Executive Officer
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Alyssa WeinbergerinFounding Partner, Chief People Officer, President, Family Office Advisory
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Jeffrey WestheimerinFounding 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.
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Brian HaloossiminPresident
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Blair BuickinChief Strategy Officer
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Jeff GardeninSenior Managing Director, Chief Investment Officer
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Jason P. LeeChief Legal Officer
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Elena RoinChief Compliance Officer and Special Counsel
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Alexandra BrowneinSenior Managing Director, Chief Development Officer
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Jordan GreenhouseinSenior Managing Director, Chief Growth Officer
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Justin BarishinChief Marketing and Digital Officer
Investors · 1
In the news
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.