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 gkushner@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: 310-278-8232 abrowne@lidoadvisors.com
Jason Lee

Jason Lee

Senior Managing Director
General Counsel, CCO

Tel: 310-278-8232 jlee@lidoadvisors.com
Robert Marton, CFP<sup>®</sup>, CIMA<sup>®</sup>

Robert Marton, CFP®, CIMA®

Managing Director

Tel: 561-264-3380 rmarton@lidoadvisors.com
Bradford Hixson

Bradford Hixson

Executive Vice President

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

Directors

Michael Karsa

Michael Karsa

Managing Director

Tel: 310-278-8232 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: 646-786-7093 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: 858-485-0404 bvancleve@lidoadvisors.com
Eric Hoffman, CPA*

Eric Hoffman, CPA*

Director
Investment Management, Compliance

Tel: 858-485-0404 ehoffman@lidoadvisors.com
John Bute, CPA

John Bute, CPA

Director

Tel: 561-264-3380 jbute@lidoadvisors.com
John Doyle, CPA

John Doyle, CPA

Controller
Human Resources Director

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

Private Client Services

Jason Blumberg

Jason Blumberg

Executive Vice President

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

Hanna Brandt, CFA®

Senior Vice President

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

Alex Kob

Senior Vice President

Tel: 847-318-3475 akob@lidoadvisors.com
Scott Berman, CRPC<sup>®</sup>

Scott Berman, CRPC®

Vice President

Tel: 301-486-2330 sberman@lidoadvisors.com
Erica Ghotra, AIF<sup>®</sup>, CRPC<sup>®</sup>, CRPS<sup>®</sup>

Erica Ghotra, AIF®, CRPC®, CRPS®

Vice President

Tel: 310-278-8232 eghotra@lidoadvisors.com
Melinda McHugh, CFP<sup>®</sup>

Melinda McHugh, CFP®

Vice President

Tel: 561-264-3380 mmchugh@lidoadvisors.com
Michael Burke, CFP<sup>®</sup>, ChFC<sup>®</sup>

Michael Burke, CFP®, ChFC®

Planning Specialist

Tel: 203.516.7327 mburke@lidoadvisors.com
Jordenne Nash

Jordenne Nash

Senior Associate

Tel: 301-468-2330 jnash@lidoadvisors.com
Jesse Dale

Jesse Dale

Senior Associate

Tel: 561-264-3380 jdale@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

Vice President

Tel: 310-278-8232 ckelly@lidoadvisors.com
David Lundquist

David Lundquist

Vice President

Tel: (858) 485-0404 dlundquist@lidoadvisors.com
Brian Mills

Brian Mills

Relationship Manager

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

Chris Peterson

Vice President

Tel: 310-278-8232 cpeterson@lidoadvisors.com
Henry Herrill, AWMA<sup>®</sup>

Henry Herrill, AWMA®

Vice President

Tel: 310-278-8232 hherrill@lidoadvisors.com
Kayla Kaltenecker, CFP<sup>®</sup>

Kayla Kaltenecker, CFP®

Relationship Manager

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

Andrea Mora

Senior Associate

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

Rubyann Park

Senior Associate

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

Anthony Kim

Senior Associate

Tel: 310-278-8232 akim@lidoadvisors.com
Moira Roth

Moira Roth

Senior Associate

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

Investment & Analytics

Jeff Garden, CFA<sup>®</sup>

Jeff Garden, CFA®

Chief Investment Officer

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

Paul Ryan

Senior Vice President

Tel: 310-278-8232 pryan@lidoadvisors.com
Anish Ramachandran, CFA®

Anish Ramachandran, CFA®

Senior Vice President

Tel: 858-485-0404 aramachandran@lidoadvisors.com
Cole Becker, CFA®

Cole Becker, CFA®

Vice President

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

Sergio Duenas

Investment Analyst

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

Legal & 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
Katherine Valdez

Katherine Valdez

Associate

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

Operations

Paris Rodriguez

Paris Rodriguez

Senior Vice President

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

Miki Derek

Executive Assistant

Tel: 310-278-8232 mderek@lidoadvisors.com
Becca Gomez

Becca Gomez

Project Manager

Tel: (206) 981-2911 bgomez@lidoadvisors.com
Jacob Nassy

Jacob Nassy

Vice President

Tel: 310-278-8232 jnassy@lidoadvisors.com
Daniel Steiner

Daniel Steiner

Senior Associate

Tel: 310-278-8232 dsteiner@lidoadvisors.com
Victoria Larmour

Victoria Larmour

Associate

Tel: 858-485-0404 vlarmour@lidoadvisors.com
Kevin Owen

Kevin Owen

Associate

Tel: 858-485-0404 kowen@Lidoadvisors.com
Jay Seo

Jay Seo

Associate

Tel: 310-278-8232 jseo@lidoadvisors.com
Steven Taylor

Steven Taylor

Associate

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

Christina Smerko

Executive Assistant, Office of the Chairman

Tel: 310-278-8232 csmerko@lidoadvisors.com
Rachel Bender

Rachel Bender

Front Office Administrator

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

Marketing

Debbie Babbush

Debbie Babbush

Senior Manager

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

Abigail Galusha

Senior Associate

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

Alannah Forman

Associate

Tel: 310-278-8232 aforman@lidoadvisors.com
Disclosures | Privacy | Terms

Individuals who hold the Accredited Wealth Management Advisor (AWMA®) designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute (the Institute) is the owners of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]

The Chartered Retirement Plans SpecialistSM (“CRPS®”) designation is offered by the College for Financial Planning. Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance, and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Scroll Up