Organizational Chart of Lido Advisors

Organigrama de Lido Advisors

www.lidoadvisors.com

tiene 94 ejecutivos y 1 filial
+1 310 278 8232

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Co-CEO

Jason Ozur

Chairman of the Board @ IDB Lido Wealth
Move

Co-CEO

Ken Stern
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Chairman

Greg Kushner
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CFO

Naseem Anzari
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Control

L...
Move

Finance & Accounting

N...
Move

Finance & Accounting

B...
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Finance & Accounting

J...
Move

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...
Move

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...
Move

Marketing Strategist

R...
Move

Market

C...
Move

Marketing Strategist

C...
Move

Digital Transformation

E...
Move

Marketing

C...
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Marketing

D...
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Chief of Staff

R...
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Strategy

B...
Move

Strategic Relationships

R...
Move

Client Relationship

G...
Move

Client Relationship

J...
Move

CTO

R...
Move

IT

L...
Move

Data Analytics

D...
Move

Co-head, Client Relationship...

P...
Move

Client Relationship

K...
Move

Client Relationship

S...
Move

Client Relationship

T...
Move

Client Relationship

A...
Move

Client Relationship

C...
Move

Client Relationship

D...
Move

Client Relationship

K...
Move

Advanced Wealth Planning

M...
Move

Advanced Wealth Planning

J...
Move

Advanced Wealth Solutions

M...
Move

Advanced Wealth Planning

V...
Move

Enterprise Trust & Family

K...
Move

Enterprise Trust & Investment

M...
Move

Private Wealth

S...
Move

Wealth

B...
Move

Wealth

B...
Move

Wealth

B...
Move

Wealth

B...
Move

Development

A...
Move

Real Estate Project

J...
Move

Real Estate Project

R...
Move

Growth

J...
Move

Growth Practice

K...
Move

Advisor Programs

C...
Move

Growth

K...
Move

Investment

J...
Move

Chief of Staff, Investment

K...
Move

Alternative Investments

N...
Move

Investment Operations

M...
Move

Portfolio

T...
Move

Risk & Investments

A...
Move

Investment & Analytics

C...
Move

Investment & Analytics

S...
Move

Portfolio Strategy

E...
Move

Alternative Investments

R...
Move

Portfolio

T...
Move

Research & Investments

D...
Move

Risk & Investments

D...
Move

HR

A...
Move

HR & Talent

D...
Move

HR

L...
Move

Recruiter

J...
Move

M&A

H...
Move

M&A

T...
Move

M&A

A...
Move

M&A

B...
Move

M&A

A...
Move

Co-Head, Client Relationship...

S...
Move

Digital Distribution & Partn...

B...
Move

Actualización may. 6, 2026
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