Family Office Investment 
Symposium 2025

ALYSSA WEINBERGER joined Lido Advisors in 2003. She is the firm’s second longest tenured employee and was the firm’s first female partner. She previously ran Lido’s Operations and Marketing team, which led to her current roles as Senior Managing Director/Chief People Officer and serves as President of Lido Consulting, a related firm focused on the Family Office industry. Alyssa is a third generation licensed Certified Public Accountant (CPA) who started out her career at Rothstein Kass & Co. (now KPMG) where she performed audits, prepared tax returns and provided back-office services for numerous hedge funds. Today, as a CERTIFIED FINANCIAL PLANNER™, Alyssa works closely with family offices, high net-worth individuals, and entrepreneurs. Her objective is to not only help her clients meet their goals, but to do so with a transparent, collaborative, and process-driven approach through consistent and frequent communication.