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Lido Advisors

Lido Advisors, LLC is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. Lido seeks to provide comprehensive investment and wealth solutions designed to grow, protect, and maximize our clients’ legacies. Our focus on elegant and effective client solutions exemplifies our commitment to excellence.

 

Lido strives to pursue consistent growth and expansion, with innovation and integrity, providing investment and wealth strategies for select institutions and families through far-reaching wealth and investment advice, with due consideration to the tax and estate planning facets of a client’s life.

 

Lido dedicates resources to the development of bespoke wealth planning, offering innovative, creative, and cutting-edge solutions for high-net-worth families and charitable organizations in major cities across the U.S.

Jason Ozur

Senior Managing Director, President

Jason Ozur is a member of Lido’s investment committee and is responsible for management of Lido Advisors’ Hedged Hybrid strategy. He is an integral part of the firm’s due diligence on real-estate-orientated strategies utilized in its clients’ portfolios.

 

Jason Ozur started his career as a CPA with Rothstein Kass (now 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.

 

Ozur’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. Ozur takes on a mentorship role by helping the firm facilitate a company culture that’s immersed in progression, excellence, and integrity.

 

Prior to joining Lido, Jason provided financial oversight as controller of a multi-billion-dollar Los Angeles-based hedge fund. Jason has a Bachelor of Science from California State University at Northridge (1995), is a Certified Public Accountant (*inactive) and holds a series 65 security license.

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1875 Century Park E #950, Los Angeles, CA 90067

events@lidoconsulting.com | Tel: 310-278-8232

Disclaimer: Lido Consulting Inc. is affiliated with Lido Advisors, LLC and Oakhurst Advisors, LLC and provides and promotes educational and professional networking events and forums. Lido Consulting Inc. does not offer advice on investments, and nothing reflected herein is a recommendation of or offer to sell or buy securities