Jeffrey Westheimer, JD
Senior Managing Director
Jeffrey joined Lido Advisors, LLC in January 2008 and is Senior Managing Director responsible for working with clients on investment and wealth planning, as well as managing investment strategies as a co-chair of the Firm’s investment committee. As a member of the investment committee, Jeffrey is primarily responsible for overseeing certain asset allocation models, along with developing fixed income and equity strategies with a goal of adding value to client portfolios. He also assists in due diligence performed by Lido on certain private real estate offerings, by reviewing offering memorandum and deal structure and considering risks inherent in such investments. Jeffrey has been designated an Accredited Wealth Management Advisor™ by the College of Financial Planning.
Jeffrey began his career working for American Express Company in New York City for over nine years in their strategic relationship group and in business development and marketing functions. As a life-long investor, Jeffrey grew up in San Antonio, Texas, where his interest was piqued with regard to real estate, oil and gas, and stock and bond investments.
Jeffrey resides in West Los Angeles with his wife and two children. He is a member of the Water Buffalo Club, which is a private charity that helps children in LA County; and is on the board of directors for the Westside Food Bank. In his spare time, Jeffrey coaches his kids AYSO soccer teams, enjoys photography and spending as much time as possible hiking in the Santa Monica Mountains.