Chief Investment Officer, Lido Advisors
Jeff joined Lido Advisors, LLC in 2014 as our Senior Research Analyst, and his primary responsibilities include in-depth research and analytics regarding investment opportunities in equity, debt, and alternative assets. He utilizes a multitude of quantitative and qualitative methodologies in order to manage risk and reward. He is a member of the Firm’s Investment Committee, which focuses on developing investment and risk management strategies for client portfolios. Jeff monitors financial markets and the underlying macro-economic factors that drive them in order to optimize tactical and strategic asset allocations. He creates, tests, and implements financial models required to meet investors and the Firm’s needs.
Prior to joining Lido, Jeff had a similar role at Union Bank of Israel’s Flagship Diamond District International Private Banking branch as their Lead Investment Consultant. He managed the largest book of clients, including 9 of the 10 largest private portfolios at the branch. Jeff was responsible for the analysis of international debt and equity securities, portfolio construction, asset allocation, and risk management.
Jeff received his bachelors from San Jose State University, holds an MBA from The Open University of Israel in Ra’anana, and is a CFA Charterholder. He was also a Captain in the IDF combat intelligence corps.