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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

Finance, Consulting

Headquarters

Scottsdale, United States

Employees

51-200

Links

Org chart

Jason Ozur

CEO

Jason Ozur

Collapse

Ken Stern

President

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 Manager

VP, Wealth Advisor

VP & Wealth Advisor

VP & IT Manager

VP, Senior Wealth Manager

Brian Mills

VP & Wealth Manager

Bradley Barthelmes

VP, Mergers & Acquisitions

VP & Wealth Manager

VP & Wealth Manager

VP & Wealth Manager

VP, Advanced Wealth Planning

Debbie Babbush

VP & Senior Marketing Manager

Max D. Lee

VP, Wealth Manager

Farrah Rothstein

VP, Legal & Compliance

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

Rick Lawrence

Senior MD, Mountain West

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

Olivia Zaiya

Director, Wealth Strategies

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

Wealth Manager

Wealth Manager

Wealth Manager

Wealth Manager

Senior Associate, Marketing

Mariel Sanchez

Front Desk Administrator

Marc Rebboah

President, Enterprise Trust & Investment Company

Nikki Brooks

Senior Associate, Enterprise Trust & Investment Company

Joe Kuepper

Senior Associate & PCS Team Lead

Tyler Haner

Senior Associate, Private Client Services

Steve Stein

Senior Associate, Private Client Services

Heather O'Connor

Senior Associate, Private Client Services

Shannon Sahli

Wealth Manager

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

Cida Brewster

Director, Integration

Brian Reisner

Senior Associate

Thomas Bartling

Senior Associate, Advanced Wealth Planning

Lacie Ponce

Senior Associate, Human Resources

Brennan Fontana

Wealth Advisor

Chris Nolan

Associate

Alex Angulo

Paraplanner, Advanced Wealth Planning

Jeremiah James