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Greg Kushner
Having devoted more than twenty years in the industry,
Greg Kushner is the driving force behind Lido’s
commitment to providing strategic personal and
financial consulting services to high net-worth
individuals and family investment offices. Prior
to founding Lido Consulting in 1995, he held various
positions at a "Big Four" accounting
firm and served as Chief Financial Officer of
a private family investment office.
Greg
is a licensed Certified Public Accountant and
holds a Series 7, General Securities License and
a Series 22, Securities Principal from the National
Association of Securities Dealers (NASD). He graduated
with honors from the University of Southern California
in 1978. |
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As Managing Director of Lido Advisors Inc.,
Jeff Eisfelder serves as a strategic
advisor to clients, providing them with effective
asset allocation models and tactical financial
planning. With a strong background in the financial
services industry, he currently serves as the
company’s chief investment analyst, focusing
on both the qualitative and quantitative research
of mutual funds, as well as separately managed
accounts.
Jeff is licensed as a Certified
Financial Planner (CFP) with the CFP Board of
Standards in Denver, Colorado, has successfully
earned the designation of Chartered Mutual Fund
Counselor and has earned the Series 6, 7 &
66 licenses from the National Association of Security
Dealers. He is a graduate of the University of
Arizona. |
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Serving as the Director of
Operations and Compliance for Lido Advisors Inc.,
Kim Holmes manages the company’s
day-to-day activity. Kim is responsible for executing
all customer account activity, ensuring that every
transaction is documented and customer information
is readily available. An integral component of Lido
Advisors’ management team, she handles all
compliance and regulatory issues, oversees the company’s
finances and client billing and supervises all matters
related to the efficient technical operation of
the company. She is a graduate of UCLA. |
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In her position as Vice
President for Lido Advisors Inc., Alyssa
Weinberger incorporates her years of
client service and sound financial background
as a licensed Certified Public Accountant to perform
analysis of investment management firms. In addition,
she works closely with clients to maintain an
understanding of their portfolio risk profile
and income requirements. Alyssa coordinates tax
information and planning with various CPAs and
attorneys representing Lido Advisors’ clients.
She also coordinates the communications functions
for Lido Consulting, Inc. including managing the
local monthly meetings of the California Family
Office Directors’ luncheons and the national Family
Office Wealth Conference held each year. She earned
her degree in accounting from the University of
Arizona.
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As Vice
President, Jeffrey Westheimer
joined Lido Advisors, Inc. in 2007, responsible
for business development and client servicing.
He serves as an investment advisor representative,
focusing on wealth preservation, spending and
income strategies for Lido clients. Jeffrey brings
years of strategic business development and analysis
experience to Lido after spending nine years with
American Express Company managing many of their
largest strategic relationships with Fortune 500
companies. Jeffrey holds a series 7 & 66 securities
licenses and also an accredited wealth management
advisor (SM). He graduated from the University
of Texas at Austin and the SMU School of Law,
and is admitted to the New York State bar. Jeffrey
is also an Accredited Wealth Management Advisor
(SM).
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Securities offered through
Investment Security Corporation, Member FINRA, SIPC.
Lido Advisors, Inc. and Investment Security Corporation
are separate, unaffiliated entities.
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