Jeff Garden, CFA®

Chief Investment Officer

Jeff Garden is the Chief Investment Officer at Lido Advisors. His primary responsibilities include in-depth research and analytics regarding investment opportunities in equity, debt, and alternative assets. He utilizes a multitude of quantitative and qualitative methodologies to manage risk and reward. He is a member of the Firm’s Investment Committee, which focuses on developing investment and risk management strategies for client portfolios. Jeff monitors financial markets and the underlying macro-economic factors that drive them to optimize tactical and strategic asset allocations. He also creates, tests, and implements financial models required to meet investors and the firm’s needs. Prior to joining Lido, Jeff had a similar role at Union Bank of Israel’s Flagship Diamond District International Private Banking branch as their Lead Investment Consultant. He managed the largest book of clients, including 9 of the 10 largest private portfolios. Jeff was responsible for the analysis of international debt and equity securities, portfolio construction, asset allocation, and risk management. Jeff received his bachelor’s degree from San Jose State University, holds an MBA from The Open University of Israel in Ra’anana, and is a CFA Charterholder. He was also a Captain in the IDF combat intelligence corps.

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