Director, Wealth Advisor
Jason Blumberg joined Lido Advisors, LLC in early 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. Blumberg has attained the Series 65 designation 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.
Blumberg received his B.S. in Finance and Information Systems from University of Maryland, College Park, Robert H. Smith School of Business.