Jason Ozur,
CPA^*

Alyssa works closely with high-net-worth and entrepreneur clients. As President of Lido Consulting, a related firm, she also works with family offices. Created the Certificate in Financial Management for the Family Office program at Pepperdine University.

Amit is focused on the full life cycle of wealth management, ensuring that his personal relationships with clients contribute to the success of their financial journeys. A child of immigrants, he witnessed firsthand the challenges of navigating the U.S. financial system and developed a deep appreciation for its nuances.

Andrew partners with high-net-worth families and business owners to help them navigate the complexities of wealth management. He works closely with clients to develop customized investment portfolios aligned with their goals, while creating comprehensive financial and estate planning strategies that support informed decision-making and long-term financial success.

Bringing with him over a decade of experience, Beck is committed to the financial success of his clients. He is constantly improving and updating his knowledge of financial services, and Lido has the tools that allow him to truly customize solutions to a client. He is fiercely loyal to his clients and views managing a family’s finances as a tool that can allow them to focus on the important things in life.

Becky provides customized wealth management services with an empathetic, holistic approach. She partners with families, executives, and entrepreneurs to help them pursue their goals and plan for their legacies through financial planning strategies, charitable giving, and investment solutions. She also plays an active role in Lido’s Women’s Wealth Advantage program, championing financial education and confidence for women at every stage of life.

Brandon focuses on providing customized advice to help clients achieve their financial objectives.

He focuses on ensuring that Investment Management and Financial Planning are pursued with full consideration of tax and estate planning objectives.

Brian believes that being a part of the Lido team provides him with the unique opportunity to help people in all stages and walks of life pursue their financial goals. He utilizes the vast resources Lido offers, ensuring each client’s family office experience is closely tailored to their needs.

He combines his dedication to investment strategy with his passion for assisting clients in reaching their financial goals.

Erica spends time getting to know her clients and their families to better understand their financial goals and dreams, then creates personalized portfolios drawing on over a decade of experience in the financial industry. She is especially passionate about helping business owners set up retirement plans to maximize their retirement savings and tax deductions.

Evan’s diverse experience allows him to identify the unique needs and goals of each client. He works closely with them to develop and modify asset allocation models with the goal of adding value to their portfolios.

Dedicated to delivering high quality care and guidance, helping clients flourish through thoughtful financial strategies. Motivated by a pursuit of knowledge, he uses advanced tools and insights to push the boundaries of what’s possible and provide the highest level of service.

In addition to his role as Chairman, Greg continues to work with investments and strategy for ultra-high-net-worth investors and family offices to provide objective, personalized financial strategies and multi-generational planning.

Henry focuses on advancing his knowledge of alternatives and newer opportunities while consistently furthering his industry education to ensure his clients receive the most comprehensive advice available.

Jack focuses on customized wealth planning and portfolio management with due consideration to tax concerns and client support. From a young age, he has been fascinated by how financial systems work and the crucial role they play in shaping lives. This interest led him to pursue a career in financial services, where he could combine his analytical skills with his passion for education and support.

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.

In addition to working with clients, Jeffrey sits on the Executive Committee, which provides overall direction for the firm, and the investment committee for liquid and alternative assets. He also oversees certain asset allocation models and handles due diligence on certain private real estate offerings.

Jon works with high-net-worth individuals, families and businesses, and he finds joy in helping people reach their goals.

Ken Stern is Co-CEO of Lido Advisors, where he leads the execution of the firm’s vision and helps grow Lido into a nationally recognized leader in advanced wealth management and investment strategy. He is a Certified Financial Planner and a frequent speaker on wealth transfer, alternative investments, and legacy planning.

As a member of the Founder’s team, Kyle advises families on how to build, preserve, and manage their wealth. He takes into consideration all aspects of the client’s balance sheet, including investments, financial planning, estate and tax planning, and charitable giving.

Works with clients to deliver well-thought-out strategies and educate them on planning for their legacy. He combines analysis with a clear focus on results, partnering closely with clients to help them navigate complex financial decisions.

Brings over three decades of experience in finance and investments, with expertise in capital markets, credit risk assessment, and strategic business development. Throughout his career, he has remained focused on building trusted relationships, structuring financial solutions, and guiding clients through investment landscapes.

His goal is to establish personal relationships with every client, analyze their asset allocations, and perform comprehensive financial planning with their individual goals in mind. He also helps fine arts collectors coordinate with other professionals to mitigate risk, plan for tax considerations, and devise estate and legacy plans.

Roberto Paredes joined Lido Advisors in 2021. He brings over 30 years of experience in wealth management and financial consulting. As President of National Strategic Relationships, he oversees the firm’s strategic partnerships.

He combines extensive financial planning experience and Lido’s sophisticated resources to provide personalized guidance to help individuals, families, and businesses navigate their financial journey with confidence.

Ryer is passionate about delivering personalized care to service his clients’ financial needs. He utilizes various tools, including fundamental and technical analyses, to draw insights from the market, to help his clients have the best financial outcome possible.

Scott brings extensive experience working with high-net-worth individuals and families to all aspects of the financial planning process. Always having been passionate about the financial services industry, being able to combine his passion and knowledge into his career while being a trusted advisor for his clients brings it all together for him.

Stasia is responsible for guiding families, public charities and private foundations on all aspects of financial asset management.

Stuart has nearly four decades of experience specializing in portfolio management and investment planning for affluent individuals and business owners throughout the greater Los Angeles area, as well as San Diego, Santa Barbara, and Ventura. The majority of his clients are either retired or nearing retirement.

President of Lido’s Private Wealth Management division, which provides customized investment, planning, and family-office solutions for entrepreneurs, executives, high net-worth families, nonprofits, and uniquely successful artists, athletes, and entertainers.

Walker is currently the Chief Market Strategist – Private Wealth Management charged with expanding the firm’s presence with high-net-worth individuals and families. His goal is to construct, refine, and execute financial strategies that exceed expectations. In his current role, he is at the forefront of developing strategies to help clients navigate the markets and grow the Private Wealth Management practice.