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The Lido Perspective

The latest advice, updates, and insights from our team of wealth advisors.

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Ken Stern Talks Growth Strategy and AI with Barron’s Advisor

News & Press

Ken Stern Talks Growth Strategy and AI with Barron’s Advisor

Lido Advisors Hires Industry Veteran Dan Marquis as Chief Financial Officer

News & Press

Lido Advisors Hires Industry Veteran Dan Marquis as Chief Financial Officer

Lido Advisors to Partner with Jackson Hole Capital Partners

News & Press

Lido Advisors to Partner with Jackson Hole Capital Partners

Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter

News & Press

Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter

Settlement with a Former Senior Investment Advisor of Lido

News & Press

Settlement with a Former Senior Investment Advisor of Lido

Appointment Reflects Firm’s Commitment to Scalable, Innovation-Driven Technology as National Footprint Continues to Expand

News & Press

Appointment Reflects Firm’s Commitment to Scalable, Innovation-Driven Technology as National Footprint Continues to Expand

Scale Without Compromise: How $40B Lido Advisors Stays Client-First

News & Press

Scale Without Compromise: How $40B Lido Advisors Stays Client-First

Lido Advisors’ Family Office Playbook: Planning-Led, Tech-Enabled, and Built for Complex Lives

News & Press

Lido Advisors’ Family Office Playbook: Planning-Led, Tech-Enabled, and Built for Complex Lives

Lido Advisors to Partner with Fountainhead Advisors

News & Press

Lido Advisors to Partner with Fountainhead Advisors

Lido Advisors to Partner with Olympus Wealth Management

News & Press

Lido Advisors to Partner with Olympus Wealth Management

Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion

News & Press

Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion

Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth

News & Press

Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth

Lido Advisors to Partner with Copperwynd Financial

News & Press

Lido Advisors to Partner with Copperwynd Financial

Lido Advisors to Partner with BluePointe Capital Management

News & Press

Lido Advisors to Partner with BluePointe Capital Management

Without Preconceived Notions: Jason Ozur on Growing Lido

News & Press

Without Preconceived Notions: Jason Ozur on Growing Lido

Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families

News & Press

Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families

Lido to Combine with Pegasus Partners to Further Strengthen UHNW Offering

News & Press

Lido to Combine with Pegasus Partners to Further Strengthen UHNW Offering

Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering

News & Press

Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering

Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

News & Press

Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

The volatility in this season will continue into October, says Lido’s Ken Stern on CNBC

News & Press

The volatility in this season will continue into October, says Lido’s Ken Stern on CNBC

Business Development Veteran Henry Hagenbuch Joins Lido

News & Press

Business Development Veteran Henry Hagenbuch Joins Lido

Bloomberg Businessweek: Investor Sentiment

News & Press

Bloomberg Businessweek: Investor Sentiment

Bloomberg Businessweek: Fed Decision

News & Press

Bloomberg Businessweek: Fed Decision

Ken Stern discusses his takeaways from the recent Fed minutes on CNBC

News & Press

Ken Stern discusses his takeaways from the recent Fed minutes on CNBC

Jeff Garden in Citywire: ‘My Favorite Flavor: Savoring strategies’

News & Press

Jeff Garden in Citywire: ‘My Favorite Flavor: Savoring strategies’

Ken Stern on WealthTalk

News & Press

Ken Stern on WealthTalk

Stuart Katz in Financial Advisors Magazine

News & Press

Stuart Katz in Financial Advisors Magazine

Lido’s President Ken Stern’s Hedging Views on CNBC

News & Press

Lido’s President Ken Stern’s Hedging Views on CNBC

Lido Advisors Partners with Constellation Wealth Capital to Further Accelerate M&A and Organic Growth

News & Press

Lido Advisors Partners with Constellation Wealth Capital to Further Accelerate M&A and Organic Growth

See Lido’s President Ken Stern Share His Views on CNBC

News & Press

See Lido’s President Ken Stern Share His Views on CNBC

Lido Hires Jordan Greenhouse as Chief Growth Officer

News & Press

Lido Hires Jordan Greenhouse as Chief Growth Officer

Lido Announces Two Experienced Advisors Join Los Angeles Firm

News & Press

Lido Announces Two Experienced Advisors Join Los Angeles Firm

Lido Announces the Addition of Experienced San Diego Team

News & Press

Lido Announces the Addition of Experienced San Diego Team

Lido Announces the Hiring of John Mclnerney as Director, Senior Wealth Manager

News & Press

Lido Announces the Hiring of John Mclnerney as Director, Senior Wealth Manager

Lido Advisors to Partner with Colorado Financial Management

News & Press

Lido Advisors to Partner with Colorado Financial Management

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company

News & Press

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company

Making Family Offices Your Go-To Source of Capital | CFO Dive

News & Press

Making Family Offices Your Go-To Source of Capital | CFO Dive

Lido Advisors Announces Stacy Beattie as Chief Operating Officer

News & Press

Lido Advisors Announces Stacy Beattie as Chief Operating Officer

“The Future Is Now” FA Magazine Interviews Lido CEO, Jason Ozur

News & Press

“The Future Is Now” FA Magazine Interviews Lido CEO, Jason Ozur

Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth

News & Press

Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth

Lido Advisors Positions for Expansive Growth in 2021 Naming Roberto Paredes EVP, Head Of Distribution

News & Press

Lido Advisors Positions for Expansive Growth in 2021 Naming Roberto Paredes EVP, Head Of Distribution

Forbes: Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards – Gregory Kushner

News & Press

Forbes: Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards – Gregory Kushner

Forbes: When Stocks Reach New Highs, What Should You Do? – Gregory Kushner

News & Press

Forbes: When Stocks Reach New Highs, What Should You Do? – Gregory Kushner

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.