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. 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.

As Executive Vice President of Lido Advisors, Ted brings over 26 years of experience in the financial services industry, with expertise in advising high net worth clients on matters of professional investment management, estate planning, and insurance. His responsibilities include managing client relationships as well as expanding the Lido Advisors business into other markets and managing the Lido Advisor’s Orange County office. Prior to joining Lido Advisors, Ted worked in the Private Banking group of Wells Fargo Private Bank. Prior to Wells Fargo, he was a Regional Investment Consultant for Fidelity Investments, where he was instrumental in developing Fidelity’s Discretionary Asset Management and Trust business in the markets west of the Mississippi. Ted holds the Series 7 General Securities License, Series 63, 65 and 66 as well as Life and Health Insurance License. He received his Bachelor of Arts degree in Political Science from the University of Redlands.

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.