John S. Tassone, CAIA, J.D.
Vice President, Wealth Advisor
John Tassone is a Wealth Advisor with Lido Advisors in the Boca Raton, Florida, office. As a founding member of a multi-family office team at his previous firm, Mr. Tassone brings over 20 years of experience providing advice in the areas of wealth and investment management, investment banking, estate and tax planning, as well as private investments to ultra-high net worth individuals, business owners, corporate executives, and family offices. He embraces the fiduciary duty standard and an unwavering commitment to excellence in serving as a trusted advisor to all his client families.
Prior to joining Lido Advisors, Tassone was an Executive Managing Director at Boston Private Wealth, a $13+ billion registered investment advisory firm, in their Palm Beach office. Prior to Boston Private. He was the Managing Principal of his own firm, SteelBridge Private Wealth, and before that he served as a senior executive with GenSpring Family Offices, a $20+ billion multi-family office. Before moving to Florida with his family in 2005, Tassone was an investment banker in New York at Deutsche Bank Securities where he helped originate and execute over 25 merger advisory, debt and equity capital raises, and public offerings worth in excess of $12 billion.
Tassone received a B.S. from Cornell University’s Dyson School of Applied Economics and Management, an M.B.A from the Union College Graduate School of Management, and his J.D. from Albany Law School. Tassone is a Chartered Alternative Investment Analyst (CAIA) and was admitted to practice law in New York (retired) and Connecticut. He also holds Series 65.
He is active in various Cornell alumni affairs programs, representing the school in South Florida, while also serving as the Treasurer of the Wounded Veterans Relief Fund, a local non-profit that supports our military veterans.
Originally from Ithaca, New York, Tassone resides in Jupiter, Florida with his wife of 25+ years and his two children. As a newly minted empty-nester, he enjoys spending time with friends and family on the water, at the beach, participating in various other outdoor activities, and listening to his wife’s musical duo sing at various local establishments.