Lido Advisors Expands Boca Raton Office Advisory Team with Three New Members
The team joins during a period of impressive growth for the national firm, continuing its expansion in Florida and the Southeast.
Los Angeles, Mar. 10, 2021 — Lido Advisors, LLC, (www.lidoadvisors.com) a full service, independent, registered investment advisory firm, welcomes Jeffrey Kaufmann, Vice President, Wealth Advisor, John Tassone, CAIA, J.D., Vice President, Wealth Advisor, and Dominik Elmasian, Planning Specialist, to its Boca Raton, Florida office. The seasoned team joins during a period of impressive growth for the national firm, continuing its expansion in Florida and the Southeast.
In their new roles, Kaufmann, Tassone, and Elmasian will offer comprehensive, holistic wealth management and investment advice to a select group of business owners, corporate executives, endowments and foundations, family offices, and other high-net-worth individuals.
Prior to joining Lido, the trio worked together at Boston Private Wealth where Kaufmann and Tassone were Managing Directors and Elmasian was a Client Advisor. Together they provided holistic wealth management and investment advice to a number of client families.
“We are very excited to be joining such a technology-driven and proactive financial advisory firm with such a deep bench of thought leaders, financial planners, and skilled professionals, whose investment platform offers advanced wealth planning and investments designed to hedge risk, take advantage of tactical opportunities, and generate income,” said Kaufmann.
“In my 25+ years in the business I have never experienced such a challenging environment for investors given the zero-interest rate policy around the globe,” he continued. “Lido has been ahead of the curve in offering ways to mitigate the increasing risk in clients’ portfolios using liquid hedging strategies (typically reserved for institutional investors) and offers uncorrelated private investments to help increase the overall yield of one’s portfolio. It is this type of forward thinking and delivery of real solutions that makes Lido’s offering truly differentiated and compelling.”
Tassone said, “The formation of Lido Advisors over 20 years ago was inspired by a family office approach and philosophy, which enables us to act as a true fiduciary and provide the highest level of client service, making Lido an ideal place to call home. We’re looking forward to leveraging this entrepreneurial spirit and delivering access to unique private investments (often investing alongside large single-family offices) as part of a thoughtful wealth plan designed to protect and grow our clients’ assets.”
“We are thrilled to have Jeff, John and Dominik join our team in the Boca Raton office,” said Brad Hixson, Director, Mergers and Acquisitions. “Lido Advisors continues to grow our nationwide footprint and their extensive experience in the Florida market is a perfect complement to help execute on our strategic plan to expand in the region. We find that our unique offering attracts passionate, client-focused talent. Bringing on Jeff, John and Dominik strengthens our presence in the Southeast and demonstrates our commitment to this strategic market for us.”
Prior to joining Lido Advisors, Kaufmann has garnered more than 25 years of experience working with successful individuals and their families, business owners, corporate executives, and endowments and foundations to manage their wealth on a fiduciary basis. He started his career in New York City with DLJ and later with Credit Suisse. He received a B.A. in political science from Williams College. He is a certificate holder from the Securities Industry Institute sponsored by the Wharton School of Business in Philadelphia. He also holds a Series 66.
Prior to joining Lido Advisors, Tassone has amassed more than 20 years of experience working with ultra-high-net-worth individuals, corporate executives, business owners, and family offices. Tassone started his career in New York City with Deloitte & Touche and later with Deustche Bank. He received a B.S. from Cornell University’s Dyson School, an M.B.A from the Union College Graduate School of Management, and his J.D. from Albany Law School. He is a Chartered Alternative Investment Analyst (CAIA) and was admitted to practice law in New York (retired) and Connecticut (inactive). He also holds a Series 65.
Prior to joining Lido Advisors, Elmasian worked in business development, client relationship management and provided investment and financial planning advice to high-net-worth individuals, entrepreneurs, and executives. He started his career working for Morgan Stanley as an advisor associate in Florida. Elmasian received his BA in Marketing from Florida Atlantic University. He is a CFA Level 1 candidate and holds a Series 65.
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.
# # #
Lido Advisors. LLC