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Jason Ozur, CPA*
Chief Executive Officer, Lido Advisors
Alyssa Weinberger

JASON OZUR is the Chief Executive Officer of Lido Advisors and Co-Chairman of Lido’s investment committee. In addition, he is responsible for the management of Lido Advisors’ alternative investments for its client portfolios and is an integral part of the firm’s due diligence on real estate orientated strategies. Jason’s talent for scrutinizing investments such as real estate, hedge funds and other alternative investment strategies in today’s volatile market, has made him an integral part of the Lido team and a valuable resource for his clients. Jason takes on a mentorship role by helping the firm facilitate a company culture that’s immersed in progression, excellence, and integrity. Since assuming the CEO role in 2021, Jason continues to spend a majority of time and consideration working with his clients, while he leads Lido’s team of over 225 employees. Jason started his career as a CPA with Ozur, Anderssen & Radder which was merged into national accounting firm Rothstein Kass (now merged into KPMG) performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, Jason joined the management team for a large family investment office. While working for the family, Jason was on the investment team that managed the family’s substantial investments, served as Vice President of the family’s investment advisory business, and Chief Financial Officer of its worldwide water conservation company that did business in over 22 countries. Later, and prior to joining Lido, Jason provided financial oversight as controller of a multibillion-dollar Los Angeles based hedge fund. Jason has a Bachelor of Science from California State University at Northridge, is a Certified Public.

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