Director, Senior Wealth Advisor
Jason Blumberg joined Lido Advisors in 2015 and is responsible for supporting client investment and wealth planning. In addition, he 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. Jason holds his Series 65 and is an Investment Advisor Representative. Prior to joining Lido Advisors, he was a financial analyst at Morgan Stanley in New York City. He spent time 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. Jason received his B.S. in Finance and Information Systems from University of Maryland, College Park, Robert H. Smith School of Business.