Executive Management Team

The cornerstone of financial success relies upon a strong wealth plan. Our talented team of specialists includes CPAs, financial planners, attorneys, and analysts who collaborate to share their extensive knowledge and deep experience with vision and creativity.

Gregory Kushner, CPA*

Gregory Kushner, CPA*

Senior Managing Director
Chairman

Tel: 310-278-8232 gregkushner@lidoadvisors.com
Alyssa Weinberger, CPA, CFP<sup>®</sup>

Alyssa Weinberger, CPA, CFP®

Senior Managing Director

Tel: 310-278-8232 aweinberger@lidoadvisors.com
Jason Ozur, CPA*

Jason Ozur, CPA*

Senior Managing Director
President

Tel: 310-278-8232 jozur@lidoadvisors.com
Jeffrey Westheimer, JD

Jeffrey Westheimer, JD

Senior Managing Director

Tel: 310-278-8232 jwesthiemer@lidoadvisors.com
Ken Stern, CFP<sup>®</sup>

Ken Stern, CFP®

Senior Managing Director

Tel: 858- 485-0404 kstern@lidoadvisors.com
Alexandra Browne

Alexandra Browne

Senior Managing Director

Tel: 214-404-2005 abrowne@lidoadvisors.com
Jason Lee

Jason Lee

Senior Managing Director
General Counsel, CCO

Tel: 310-278-8232 jlee@lidoadvisors.com
Bradford Hixson

Bradford Hixson

Executive Vice President

Tel: 310-278-8232 bhixson@lidoadvisors.com

Private Client Services

Michael Karsa

Michael Karsa

Senior Director

Tel: 630-202-3685 mkarsa@lidoadvisors.com
Scott Brokaw

Scott Brokaw

Director

Tel: 310-278-8232 sbrokaw@lidoadvisors.com
Jeff Christie

Jeff Christie

Director

Tel: 858-485-0404 jchristie@lidoadvisors.com
Louis Flamino

Louis Flamino

Director

Tel: (646) 325-9189 lflamino@lidoadvisors.com
Evan Levy, JD, CEP<sup>®</sup>

Evan Levy, JD, CEP®

Director

Tel: 310-278-8232 elevy@lidoadvisors.com
Brendan Van Cleve

Brendan Van Cleve

Director

Tel: 310-278-8232 bvancleve@lidoadvisors.com
Scott Berman, CRPC<sup>®</sup>

Scott Berman, CRPC®

Vice President

Tel: 301-468-2440 sberman@lidoadvisors.com
Jason Blumberg

Jason Blumberg

Vice President

Tel: 310-278-8232 jblumberg@lidoadvisors.com
Hanna Brandt, CFA®

Hanna Brandt, CFA®

Senior Vice President

Tel: 310-278-8232 hbrandt@lidoadvisors.com
Alex Kob

Alex Kob

Vice President

Tel: 847.525.6369 akob@lidoadvisors.com
Michael Burke, CFP®, ChFC®

Michael Burke, CFP®, ChFC®

Planning Specialist

Tel: 203.710.6675 mburke@lidoadvisors.com
Jordenne Nash

Jordenne Nash

Senior Associate

Tel: 301-468-2330 jnash@lidoadvisors.com
Sean O’Connor

Sean O’Connor

Advisor

Tel: 310-278-8232 socconnor@lidoadvisors.com
Jon Teran, CFP<sup>®</sup>

Jon Teran, CFP®

Advisor

Tel: 310-278-8232 jteran@lidoadvisors.com
Colleen Kelly

Colleen Kelly

Relationship Manager

David Lundquist

David Lundquist

Relationship Manager
Tel: (858) 485-0404 dlundquist@lidoadvisors.com
Bryant Merryman

Bryant Merryman

Relationship Manager

Brian Mills

Brian Mills

Relationship Manager

Tel: 310-278-8232 x113 bmills@lidoadvisors.com
Chris Peterson

Chris Peterson

Relationship Manager

Tel: (719) 661-9717 cpeterson@lidoadvisors.com
Henry Herrill

Henry Herrill

Associate

Tel: 310-278-8232 hherrill@lidoadvisors.com
Kayla Kaltenecker

Kayla Kaltenecker

Associate

Tel: 310-278-8232 x 119 kkaltenecker@lidoadvisors.com
Andrea Mora

Andrea Mora

Associate

Tel: 310-278-8232 x170 amora@lidoadvisor.com
Rubyann Park

Rubyann Park

Associate

Investment & Analytics

Jeff Garden, CFA®

Jeff Garden, CFA®

Chief Investment Officer

Tel: 310-278-8232 jgarden@lidoadvisors.com
Paul Ryan

Paul Ryan

Senior Vice President

Anish Ramachandran, CFA®

Anish Ramachandran, CFA®

Senior Vice President

Cole Becker, CFA®

Cole Becker, CFA®

Investment Analyst

Tel: (858) 485-0404 cbecker@lidoadvisors.com
Sergio Duenas

Sergio Duenas

Associate

Legal & Compliance

Eric Hoffman, CPA*

Eric Hoffman, CPA*

Director
Investment Management, Compliance

Brian Hendricks

Brian Hendricks

Senior Vice President

Tel: (858) 485-0404 bhendricks@lidoadvisors.com
Farrah Rothstein

Farrah Rothstein

Associate

Tel: 310-278-8232 frothstein@lidoadvisors.com

Operations

Paris Rodriguez

Paris Rodriguez

Senior Vice President

Tel: 310-278-8232 x175 prodriguez@lidoadvisors.com
Miki Derek

Miki Derek

Executive Assistant

Becca Gomez

Becca Gomez

Project Manger

Tel: 310-278-8232 x143 bgomez@lidoadvisors.com
Anthony Kim

Anthony Kim

Associate

Tel: 310-278-8232 x 123 akim@lidoadvisors.com
Victoria Larmour

Victoria Larmour

Associate

Jacob Nassy

Jacob Nassy

Associate

Tel: 310-278-8232 jnassy@lidoadvisors.com
Kevin Owen

Kevin Owen

Associate

Moira Roth

Moira Roth

Associate

Tel: 310-278-8232 mroth@lidoadvisors.com
Jay Seo

Jay Seo

Associate

Daniel Steiner

Daniel Steiner

Associate

Tel: 310-278-8232 dsteiner@lidoadvisors.com
Christina Smerko

Christina Smerko

Executive Assistant, Office of the Chairman

Tel: 310-278-8232 x 193 csmerko@lidoadvisors.com
Steven Taylor

Steven Taylor

Associate

staylor@lidoadvisors.com
John Doyle, CPA

John Doyle, CPA

Controller
Human Resources Director

Katherine Valdez

Katherine Valdez

Associate
Human Resources

Marketing

Debbie Babbush

Debbie Babbush

Senior Manager

Tel: 310-278-8232 x 104 dbabbush@lidoadvisors.com
Abigail Galusha

Abigail Galusha

Associate

Tel: 310-278-8232 agalusha@lidoadvisors.com
Alannah Forman

Alannah Forman

Associate

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