Organizational Chart of Lido Advisors

Lido Advisors Org Chart

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Co-CEO

Jason Ozur

Chairman of the Board @ IDB Lido Wealth
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Co-CEO

Ken Stern
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Chairman

Greg Kushner
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CFO

Naseem Anzari
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Control

L...
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Finance & Accounting

N...
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Finance & Accounting

B...
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Finance & Accounting

J...
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President

B...
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COO

Stacy Beattie
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Integration

C...
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Midwest

A...
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Midwest & Arizona

M...
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Integration

J...
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Operations

J...
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Legal

J...
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Compliance & Special Legal

E...
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Compliance

G...
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Legal & Compliance

K...
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Legal

X...
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Compliance

H...
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Legal & Compliance

K...
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Marketing & Digital

J...
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Digital Transformation

P...
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Content & Comms

T...
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Marketing Strategist

R...
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Market

C...
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Marketing Strategist

C...
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Digital Transformation

E...
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Marketing

C...
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Marketing

D...
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Chief of Staff

R...
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Strategy

B...
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Strategic Relationships

R...
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Client Relationship

G...
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Client Relationship

J...
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CTO

R...
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IT

L...
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Data Analytics

D...
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Co-head, Client Relationship...

P...
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Client Relationship

K...
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Client Relationship

S...
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Client Relationship

T...
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Client Relationship

A...
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Client Relationship

C...
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Client Relationship

D...
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Client Relationship

K...
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Advanced Wealth Planning

M...
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Advanced Wealth Planning

J...
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Advanced Wealth Solutions

M...
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Advanced Wealth Planning

V...
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Enterprise Trust & Family

K...
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Enterprise Trust & Investment

M...
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Private Wealth

S...
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Wealth

B...
Move

Wealth

B...
Move

Wealth

B...
Move

Wealth

B...
Move

Development

A...
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Real Estate Project

J...
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Real Estate Project

R...
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Growth

J...
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Growth Practice

K...
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Advisor Programs

C...
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Growth

K...
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Investment

J...
Move

Chief of Staff, Investment

K...
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Alternative Investments

N...
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Investment Operations

M...
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Portfolio

T...
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Risk & Investments

A...
Move

Investment & Analytics

C...
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Investment & Analytics

S...
Move

Portfolio Strategy

E...
Move

Alternative Investments

R...
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Portfolio

T...
Move

Research & Investments

D...
Move

Risk & Investments

D...
Move

HR

A...
Move

HR & Talent

D...
Move

HR

L...
Move

Recruiter

J...
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M&A

H...
Move

M&A

T...
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M&A

A...
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M&A

B...
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M&A

A...
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Co-Head, Client Relationship...

S...
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Digital Distribution & Partn...

B...
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Updated 30 days ago
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