Paul Ryan | Lido

The Lido Perspective

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Planning

News

Lido Advisors Named to Forbes’ 2022 Top RIA Firms

November 2022

Estate & Trust

Insights

How life changing events can impact your estate plan

October 2022

Investments

Market Updates

October 2022

Planning

Insights

The Cost of Volatility and the Importance of Risk Control

October 2022

Tax

Insights

2022 Year-End Tax Savings Strategies

October 2022

Meet the team

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Jason Ozur, CPA*-Chief Executive Officer

Jason Ozur, CPA*

Chief Executive Officer

Ali Browne-Chief Development Officer

Alexandra Browne

Chief Development Officer

Stuart Katz, JD-President, Private Wealth Management

Stuart Katz, JD

President, Private Wealth Management

Roberto Paredes-Executive Vice President - Head of Distribution

Roberto Paredes

Executive Vice President - Head of Distribution

Michael Karsa-Senior Managing Director

Michael Karsa

Senior Managing Director

Jeff Garden, CFA®-Chief Investment Officer

Jeff Garden, CFA®

Chief Investment Officer