Alyssa joined the firm in 2003 and now spearheads the Business Development and Marketing department for Lido Consulting, Inc. She has successfully consulted for a number of affluent families on a wide range of investment and wealth planning areas including setting up a Family Office. She manages the educational luncheons and the Family Office conferences that Lido produces. In 2005, Alyssa created the Annual Family Office Investment Symposium that is held each spring which grew from 60 local attendees to 400 attendees nationwide. In 2011, Alyssa helped create Pepperdine University’s Certificate in Financial Management for the Family Office.
Conference Chairman, Founder & CEO
Gregory has provided financial consulting services for a variety of individual clients for over thirty years. Mr. Kushner is the Founder and CEO of Lido Consulting, Inc., which serves the Family Office and high net worth community. In 1995, Mr. Kushner founded Lido Consulting, Inc. to provide consulting services for Family Offices. Services include helping to create and implement best practices within the Family Office structure and extend to all facets of running and maintaining a Family Office. The firm also provides resources on a number of topics important to the effective management of wealth, and Lido Consulting hosts multiple invitation-only events per year with topics including investment strategy, economic outlook, risk management, Family Office creation, charitable giving and asset allocation. Greg also volunteers and serves as a Director and Chief Financial Officer of a private family foundation that provides substantial grants to veteran’s causes throughout the United States.