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

• Ken Stern, who was Founding Partner, President, is promoted to Founding Partner, Co-Chief Executive Officer  (posted on May 6 2026).
• Jason Ozur who was Chief Executive Officer, becomes Co-Chief Executive Officer  (posted on May 6 2026).
• Ruben Lusinyants has joined the company as Chief Technology Officer  (posted on May 6 2026).

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Lido Advisors has 1,273 competitors including Berkshire Hathaway (United States (USA)), Apollo Global Management (United States (USA)) and Amundi (France).

Popular M&A news in Holding

• Prime Capital Financial has acquired Access Capital Partners (posted on June 2 2026).
• PMGC has acquired A&B Aerospace (posted on May 14 2026).
• H.I.G. Capital has announced the acquisition of Vitaly  (posted on May 13 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
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Social media about Lido Advisors

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