Jason Blumberg
Managing Director, Senior Wealth Advisor, Market Lead
Jason focuses on supporting client investment and wealth planning and ensuring the best outcomes possible.
Joined Lido: 2015
Homebase: Los Angeles
Professional Focus: In addition to supporting client investment and wealth planning, Jason leads the analysis and due diligence for some of the firm’s alternative investments and coordinates the alternative assets process for private real estate investments.
Education: B.S., Finances and Information Systems, University of Maryland
Previous Work Highlights: As a financial analyst at Morgan Stanley, he was in the Financial Control Group performing statistical analysis for the Sales, Trading, and Investment Banking groups. He also worked for the Private Bank analyzing the profitability of lending and foreign currency transactions.
