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National investment advisory firm of 90+ team members increases assets under management to more than 35%, from $5.3 bn to $7.36bn in 2020

LOS ANGELES–(BUSINESS WIRE)–Lido Advisors, LLC (www.lidoadvisors.com) – a full-service, independent, registered investment advisory (RIA) firm – is pleased to report on a year of remarkable growth and industry achievements in 2020. In addition to reaching $7.36bn in assets under management (AUM) reflecting an increase to more than 35% from $5.3bn, Lido closed on major deals and earned high industry recognition. Most important, Lido celebrates the extraordinary people who recently joined the firm and those who have been onboard for years, working tirelessly to provide the industry’s highest level of client services and expertise.

“In what has been an extremely volatile year, our talented and experienced team rose to the occasion—hitting all the marks in 2020 and often times exceeding them,” says Lido Advisors President Jason Ozur. “This was not achieved by luck or chance but rather a very deliberate approach that included hiring outstanding people, adding more client offerings, and closing on major deals, including the acquisition of First Western Financial’s Fixed-Income Team and Sterling Bancorp’s Quantum Capital Management Wealth Management Business. I congratulate a stellar group of people who are skillfully tenacious and thank our clients and partners.”

Lido Advisors’ industry recognition and accolades included the following:

  • Named #52 on Barron’s Top 100 RIA Firms
  • Listed among Financial Times Top 300 Registered Investment Advisors (7th year)
  • Ranked #1874 on Inc. 5000 list for a 3rd time
  • Ranked #40 on Los Angeles Business Journal’s (LABJ) list of Fastest Growing Private Companies
  • Greg Kushner, Jason Ozur and Alyssa Weinberger named Leaders of Influence, Wealth Managers by LABJ
  • Evan Levy, Jefferey Westheimer and Greg Kushner named Five-Star Professionals
  • Michael Karsa named among Top Next-Gen Wealth Advisors by Forbes
  • Jason Lee recognized as Leader in Law by LABJ

In 2020 Lido Advisors brought the following diverse group of top talent to its growing team:

Executive Management

Roberto Paredes, EVP, Head of Distribution

Investment and Analytics Team

Gina Sanchez, Chief Market Strategist

Andrew Parmet, Senior Vice President

Advisors

Hedieh Bolour, Senior Vice President, Wealth Advisor

Dani Comart, Vice President

Colin Grover, Vice President

Susan Kim, Vice President

Shawn Moran, Vice President

Marc Ordona, Vice President

Ann-Marie Sandquist, Vice President

Estate & Tax

Jenna Glassock, Esq., Trusts and Estates

William Coughlan, Vice President, Tax Specialist

“We look forward to another year of growth and expansion,” adds Mr. Ozur. “With a solid team in place, we are ready for anything.”

To learn more, visit: www.lidoadvisors.com

About Lido Advisors, LLC:

Lido Advisors, LLC, is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, and with offices across the U.S. It executes innovative and comprehensive investment and wealth strategies designed to grow, protect, and maximize its clients’ legacies. Lido Advisors is focused on creating an elegant, effective, and responsive client experience that exemplifies its commitment to excellence.

Contacts

Megan Sawyer

Lido Advisors. LLC

[email protected]

Valerie Christopherson

Lora Wilson

Global Results Comms (GRC)
+1 949 608 0276

[email protected]

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