Organizational Chart of Lido Advisors

Organigramme de Lido Advisors

www.lidoadvisors.com

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Co-CEO

Jason Ozur

Chairman of the Board @ IDB Lido Wealth
Move

Co-CEO

Ken Stern
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Chairman

Greg Kushner
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CFO

Naseem Anzari
Move

Control

L...
Move

Finance & Accounting

N...
Move

Finance & Accounting

B...
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Finance & Accounting

J...
Move

President

B...
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COO

Stacy Beattie
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Integration

C...
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Midwest

A...
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Midwest & Arizona

M...
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Integration

J...
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Operations

J...
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Legal

J...
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Compliance & Special Legal

E...
Move

Compliance

G...
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Legal & Compliance

K...
Move

Legal

X...
Move

Compliance

H...
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Legal & Compliance

K...
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Marketing & Digital

J...
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Digital Transformation

P...
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Content & Comms

T...
Move

Marketing Strategist

R...
Move

Market

C...
Move

Marketing Strategist

C...
Move

Digital Transformation

E...
Move

Marketing

C...
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Marketing

D...
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Chief of Staff

R...
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Strategy

B...
Move

Strategic Relationships

R...
Move

Client Relationship

G...
Move

Client Relationship

J...
Move

CTO

R...
Move

IT

L...
Move

Data Analytics

D...
Move

Co-head, Client Relationship...

P...
Move

Client Relationship

K...
Move

Client Relationship

S...
Move

Client Relationship

T...
Move

Client Relationship

A...
Move

Client Relationship

C...
Move

Client Relationship

D...
Move

Client Relationship

K...
Move

Advanced Wealth Planning

M...
Move

Advanced Wealth Planning

J...
Move

Advanced Wealth Solutions

M...
Move

Advanced Wealth Planning

V...
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Enterprise Trust & Family

K...
Move

Enterprise Trust & Investment

M...
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Private Wealth

S...
Move

Wealth

B...
Move

Wealth

B...
Move

Wealth

B...
Move

Wealth

B...
Move

Development

A...
Move

Real Estate Project

J...
Move

Real Estate Project

R...
Move

Growth

J...
Move

Growth Practice

K...
Move

Advisor Programs

C...
Move

Growth

K...
Move

Investment

J...
Move

Chief of Staff, Investment

K...
Move

Alternative Investments

N...
Move

Investment Operations

M...
Move

Portfolio

T...
Move

Risk & Investments

A...
Move

Investment & Analytics

C...
Move

Investment & Analytics

S...
Move

Portfolio Strategy

E...
Move

Alternative Investments

R...
Move

Portfolio

T...
Move

Research & Investments

D...
Move

Risk & Investments

D...
Move

HR

A...
Move

HR & Talent

D...
Move

HR

L...
Move

Recruiter

J...
Move

M&A

H...
Move

M&A

T...
Move

M&A

A...
Move

M&A

B...
Move

M&A

A...
Move

Co-Head, Client Relationship...

S...
Move

Digital Distribution & Partn...

B...
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