Jason gives the majority of his time and consideration to his clients even as he leads Lido as CEO.
Joined Lido: 2009
Homebase: Los Angeles, CA
Professional Focus: Jason is Co-Chair of Lido’s investment committee. He is responsible for the management of Lido’s alternative investments and is an integral part of the firm’s due diligence on real estate orientated strategies.
Professional Designations: Certified Public Accountant (inactive)
Education: B.S., California State University at Northridge
Previous Work Highlights
Jason started his career as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, where he was on the investment team that managed the family’s substantial investments and served as CFO of its worldwide water conservation company that did business in over 22 countries. He also provided financial oversight as controller of a multi-billion-dollar Los Angeles based hedge fund.
Personal Facts: Jason takes on a mentorship role to help facilitate a company culture of progression, excellence and integrity.