Greg founded Lido Advisors, Inc. in 1999, after 25 years of providing personal and financial consulting services to high net worth individuals and family investment offices.  In addition, in 1995 Greg also founded Lido Consulting, Inc. to provide resources and consulting services for family offices and founded the Southern California Family Office Directors Association. This organization facilitates the sharing of best practices in the management of substantial wealth among many of the areas wealthiest families.  Greg has expertise in areas of financial planning, money management and income tax and estate planning.  He is a licensed Certified Public Accountant (inactive) and holds the Series 7 General Securities License & Series 24 Securities Principal.  Prior to founding Lido, Greg held various positions including at a "Big Four" accounting firm where he helped create the Firm's first personal financial planning group, and served as Chief Financial Officer of a private family investment office in Beverly Hills, California.  Greg graduated with honors with a Bachelor of Science degree in Business Administration from the University of Southern California in January 1978.

As Managing Director, Brandon brings Lido over 10 years of experience in the asset management industry. Brandon provides strategic direction for our portfolios, based on specific return and risk management criteria where he applies investment research and constructs investment models based on strict qualitative and quantitative criteria. Such strategies utilize tactical asset allocation modeling combining fundamental, quantitative and technical analysis research. Previously, Brandon founded and managed his own investment advisory firm prior to merging his firm with Lido Advisors. Brandon formally held positions at Merrill Lynch & Co., Inc as a Portfolio Manager, Financial Advisor and Certified Financial Manager.

As Managing Director of Lido Advisors, Inc. and with over 11 years of investment experience, Jason is responsible for the daily operations of Lido. Jason, a licensed CPA (inactive) began his career at Rothstein Kass and Company performing audits, preparing tax returns, and providing back office services for numerous hedge funds. In 1999, Jason went to work for a large family investment office. While working for the family, Jason split his time between the investment team that managed the family's investments, Vice-President of the family's investment advisory business, and CFO of its world-wide water conservation company that did business in over 22 countries. Most recently, Jason provided financial oversight as controller of a multi-billion dollar hedge fund.

Jeffrey joined Lido Advisors, Inc. in 2007 as Vice President, responsible for business development and client servicing, and is an investment advisor representative. He holds the Series 7 & 66 Securities Licenses and has been awarded the Accredited Wealth Management Advisor designation by the College of Financial Planning. As a member of the Lido Investment Committee, Jeffrey often conducts research and/or due diligence on many of our portfolio investments or sub-advisors. Prior to joining Lido Advisors, Jeffrey was with American Express Company for nine years. Throughout his career at American Express Company in New York City, Jeffrey split his time between business development, relationship management and negotiating partnership deals with large multi-national companies. Jeffrey is admitted to the New York State Bar and received a Juris Doctor from the SMU School of Law. He graduated from the University of Texas at Austin.

Jenny joined Lido Advisors, Inc. as VP of Administration in April 2010 to support the Firm's daily administrative activities and professionally service Lido's clients. She also proactively maintains regulatory and compliance matters and helps to plan and manage Lido Consulting events. Prior to joining Lido, Jenny worked for Morgan Stanley Smith Barney as a Client Service Associate in Private Wealth Management. She started her financial career at SunAmerica as a Regional Marketing Associate, an internal wholesaler of variable annuity products. She currently holds her Series 6, 63 Securities licenses as well as a Life and Health Insurance License. Jenny graduated Cum Laude with a Bachelor of Science degree in Business Administration from the California State University Northridge with emphasis in Marketing.

Neelie joined Lido Advisors, Inc. in 2010 after graduating early from the University of California, Irvine. Prior to joining Lido, Neelie worked at The Jewish Federation, Orange County as part of a three-person team that managed the main database. Since graduating, Neelie has taken great interest in financial advising, as is seen by her passion at Lido. Her responsibilities as Operations Associate include, directly assisting Lido president, Greg Kushner, overseeing various regulatory and compliance matters, and attending to the administrative needs of the office.

Haley joined Lido Advisors as an Operations Associate in November 2010 to accommodate the demands of the firm's successful growth by providing administrative support and assisting with daily operations. Additionally, she helps manage regulatory and compliance issues, and along with the administrative team, helps facilitate daily office affairs to ensure effective and productive service to Lido's clients. Haley traveled abroad to study at the University of Seville in Spain. There, she studied the Spanish language and culture and speaks Spanish fluently. Prior to Lido, Haley served as an administrative assistant for the Bay Area Science Project. Haley graduated Magna Cum Laude and Phi Beta Kappa with a Bachelor of Arts in Political Science from the University of California, Berkeley, May 2010.

Serving as Director of Operations for Lido Advisors, Inc., Rochelle manages the company's day-to-day operations and oversees regulatory and compliance issues. She helps to supervise all matters related to the efficient technical operation of the company, heavily involved in the day-to-day administration of the office and the support of our clients. Rochelle also supports the Lido Consulting events and investment lunch forums.