Lido Advantage
Financial and Wealth Planning
Asset Allocation
Strategies
Legacy Planning
Charitable Giving
Our Team
Client Resources
News & Press
Contact Us
Client Portal
Jay Seo
Associate
Biography
n/a
Gregory Kushner, CPA*
Senior Managing Director
Chairman
Alyssa Weinberger, CPA, CFP
®
Senior Managing Director
Jason Ozur, CPA*
Senior Managing Director
President
Jeffrey Westheimer, JD
Senior Managing Director
Ken Stern, CFP
®
Senior Managing Director
Alexandra Browne
Senior Managing Director
Jason Lee
Senior Managing Director
General Counsel, CCO
Bradford Hixson
Executive Vice President
Jeff Garden, CFA®
Director
Paul Ryan
Senior Vice President
Anish Ramachandran, CFA®
Senior Vice President
Cole Becker, CFA®
Investment Analyst
Sergio Duenas
Associate
Michael Karsa
Senior Director
Scott Brokaw
Director
Jeff Christie
Director
Louis Flamino
Director
Evan Levy, JD, CEP
®
Director
Brendan Van Cleve
Director
Jason Blumberg
Vice President
Hanna Brandt, CFA®
Vice President
Alex Kob
Vice President
Michael Burke, CFP®, ChFC®
Advisor
Joseph Koehler, CFP
®
Advisor
Sean O’Connor
Advisor
Jon Teran, CFP®
Advisor
Colleen Kelly
Relationship Manager
David Lundquist
Relationship Manager
Brian Mills
Relationship Manager
Chris Peterson
Relationship Manager
Henry Herrill
Associate
Kayla Kaltenecker
Associate
Andrea Mora
Associate
Rubyann Park
Associate
Paris Rodriguez
Senior Vice President
Ari Cohn, CAIA
Vice President
Miki Derek
Executive Assistant
Becca Gomez
Project Manger
Anthony Kim
Associate
Victoria Larmour
Associate
Jacob Nassy
Associate
Kevin Owen
Associate
Moira Roth
Associate
Jay Seo
Associate
Daniel Steiner
Associate
Christina Smerko
Associate
Steven Taylor
Associate
Eric Hoffman, CPA*
Director
Investment Management, Compliance
Brian Hendricks
Vice President
Farrah Rothstein
Associate
John Doyle, CPA
Controller
Human Resources Director
Katherine Valdez
Associate
Human Resources
Debbie Babbush
Senior Manager
Abigail Galusha
Associate
Alannah Forman
Associate
Scroll Up
Lido Advantage
Financial and Wealth Planning
Asset Allocation
Strategies
Legacy Planning
Charitable Giving
Our Team
Client Resources
News & Press
Contact Us
Client Portal