Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Jordan Greenhouse will join the team as Chief Growth Officer. As the first person at the firm to occupy this role, Greenhouse will be responsible for driving Lido’s next phase of growth, partnering with leadership to deliver first-class wealth management and family office style experiences.
Greenhouse brings over 25 years of proven industry experience to the firm. He most recently worked with Kayne Anderson Rudnick (KAR), serving as Managing Director of their institutional and retail divisions. During his seven-year tenure, the firm’s organic growth in assets grew from $8.6 billion to in excess of $65 billion. At Lido, Greenhouse will oversee strategic business development and comprehensive growth initiatives to extend the Lido brand.
“Lido’s approach to investments using traditional and alternative solutions combined with their comprehensive network of in-house and affiliated wealth, tax, and estate planning professionals were key factors leading to my desire to join,” said Greenhouse. “The opportunity to work with Jason, Ken, and the experienced team to deliver long-term sustainable growth and enhance the investor experience is what I look forward to most.”
“We are eager to welcome Jordan to the team and build on the momentum Lido has generated this year,” said Jason Ozur, Chief Executive Officer of Lido. “His extensive experience, strong client relationships, and deep industry knowledge will be critical as we continue to expand our national footprint and bring the family office experience to a wider audience."
Lido President Ken Stern echoed Ozur’s sentiment: “Jordan’s career is a powerful example of how holistic thinking can drive great, lasting returns in wealth management. Our firm’s family office perspective has grown our business exponentially this year, and with Jordan on our team I have no doubt we’ll continue to expand well beyond that.”
In addition to Greenhouse, Lido has taken steps this year to further bolster its advisor team. In June, the firm hired Stasia Washington and Ramsey Andrijevich, formerly at First Foundation Bank. In May, Lido hired the San Diego-based team of Peter Morimoto, Roy Elliott, Jon Jewitt, Sam Hoeck, and Heather O’Connor, formerly at First Republic Bank; and in January, the firm hired John McInerney, formerly at Morgan Stanley.
“This is a pivotal moment for our firm,” said Ozur. “As our team grows, it’s critical that we prioritize bringing on talent and leaders who will help unlock our greatest growth potential. Jordan is emblematic of that effort.”