Evan Levy, JD, CEP®
Director, Wealth Advisor
As a Director and Wealth Advisor of Lido Advisors, Evan Levy, JD, CEP®, works closely with clients on investment and wealth planning strategies that meet their individual risk tolerances and overall investment objectives. As a member of Lido’s investment and alternatives committees, Evan assists in the development and modifications of asset allocation models with the goal of adding value to client portfolios.
Evan incorporates over 18 years of client service experience while working in his legal and consulting capacities and maintains close relationships with CPAs and attorneys enabling him to leverage their professional expertise for his clients. He has worked with individuals, partnerships, limited liability companies, and corporations in multiple facets of the real estate, entertainment, and insurance industries. Evan’s diverse experience allows him to identify and focus on the unique needs and goals of each individual client.
Prior to joining Lido, Evan practiced law where he focused on real estate and general business matters, in both transactional and litigation capacities.
Evan resides in Westwood with his wife and two children.