Lido Advisors News and Activities

They are in:

• Holding50%
• Financial Services50%

View the org chart displaying its 94 main executives

Most searched biographies at Lido Advisors

• Jason Ozur, Co-Chief Executive Officer
• Greg Kushner, Senior Managing Director, Chairman
• Ken Stern, Founding Partner, Co-Chief Executive Officer

Popular executive movements at Lido Advisors

• Dan Marquis has joined the company as Chief Financial Officer  (posted on June 30 2026).
• Naseem Anzari, Chief Financial Officer, has left the company  (posted on June 30 2026).
• Ken Stern, who was Founding Partner, President, is promoted to Founding Partner, Co-Chief Executive Officer  (posted on May 6 2026).

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Lido Advisors has 1,276 competitors including Tata Sons (India), Apollo Global Management (United States (USA)) and Berkshire Hathaway (United States (USA)).

Popular M&A news in Holding

• Permira has announced the acquisition of Clearwater Analytics  (posted on June 29 2026).
• Warburg Pincus has announced the acquisition of Network Plus  (posted on June 29 2026).
• The new name of NB Private Equity Partners is Neuberger Private Equity Partners. (posted on June 15 2026).

Popular contacts in Holding

• Bennett Rosenthal - Co-Founder, Partner, Co-Head of Private Equity and Director at Ares Management
• Sami Mnaymneh - Co-Founder and Co-Executive Chairman at H.I.G. Capital
• Egon Durban - Co-Chief Executive Officer and Managing Partner at Silver Lake

Learn more about the Holding industry

Press releases by Lido Advisors

• Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering | Lido
• Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families | Lido
• Lido to Combine with Pegasus Partners to Further Strengthen UHNW Offering | Lido
• Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM | Lido
• The volatility in this season will continue into October, says Lido's Ken Stern on CNBC | Lido
• Bloomberg Businessweek: Investor Sentiment | Lido
• Lido Advisors in the News | Press Articles
• Lido Advisors Partners with Constellation Wealth Capital to Further Accelerate M&A and Organic Growth | Lido
• View more press releases Close

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