Jason Ozur, CPA*
Senior Managing Director
Chief Executive Officer
Jason Ozur is the CEO of Lido Advisors and Co-Chairman of Lido’s investment committee. He is responsible for the management of Lido Advisors’ alternative investments. He is an integral part of the firm’s due diligence on real estate orientated strategies utilized in its client’s portfolios. Jason’s talent for scrutinizing investments such as real estate, hedge funds and other alternative investment strategies in today’s volatile market, has made him an integral part of the Lido team and a valuable resource for his clients. Jason takes on a mentorship role by helping the firm facilitate a company culture that’s immersed in progression, excellence and integrity. Not only does Jason give a majority of time and consideration to his clients, he continues to lead Lido’s team of over 100 employees. Jason started his career as a CPA with Ozur, Anderssen & Radder which was merged into Rothstein Kass (and later KPMG, after Jason’s departure) performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, Jason joined the management team for a large family investment office. While working for the family, Jason was on the investment team that managed the family’s substantial investments, served as Vice President of the family’s investment advisory business, and Chief Financial Officer of its worldwide water conservation company that did business in over 22 countries. Prior to joining Lido, Jason provided financial oversight as controller of a multi-billion-dollar Los Angeles based hedge fund.
Jason has a Bachelor of Science from California State University at Northridge (1995), is a Certified Public Accountant (inactive) and holds his Series 65.