A complete list of active advisors currently associated with Lido

Warmer can help you find a great advisor at Lido or one who fits your needs even better.

Lido advises high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, trusts, estates, charitable organizations, corporations and pooled investment vehicles. The firm offers investment management, financial planning, family office services and retirement and estate planning, and also facilitates access to third‑party managers and sub‑advisers. Lido describes an integrated wealth management approach that seeks diversification across equities, fixed income, structured notes, real estate debt and both liquid and non‑liquid alternatives, and it implements options‑based strategies (including its “Cap and Cushion” approach) directly in client accounts and through pooled vehicles. The firm typically manages assets on a discretionary basis, uses third‑party asset managers and sub‑advisers when appropriate, and documents client goals and risk profiles through client risk profiles or investment policy statements. Compared with many peers, Lido routinely serves and sub‑advises registered investment companies — including a sub‑advisory role for the VanEck U.S. Equity Buffer ETF and prior advisory relationships with mutual fund vehicles — and operates options‑focused pooled strategies through affiliated entities such as Oakhurst Strategies. The firm also has an extensive affiliate structure (trust companies, an insurance agency, a broker‑dealer, tax and administrative subsidiaries), a history of multiple acquisitions with legacy transition arrangements for heritage clients, and outside investors (affiliated pooled vehicles advised by HPS and interests tied to Charlesbank) that are disclosed as governance and conflict‑of‑interest considerations.

To learn more about the advisors currently working at Lido, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Lido's office locations.

Name	Location	Years of experience
Virginia Aaron	Los Angeles, CA	20
Raul Acevedo	Los Angeles, CA	16
Myra Alport	Los Angeles, CA	19
Matthew Altman	Los Angeles, CA	11
Cody Ambrogi	Los Angeles, CA	4
Daniella Amore	Los Angeles, CA	4
Keith Andreasen	Los Angeles, CA	2
Ramsey Andrijevich	Los Angeles, CA	6
Paul Anello	Los Angeles, CA	21
Alex Angulo	Los Angeles, CA	1
Brian Appel	Los Angeles, CA	28
Sierra Argyle	Los Angeles, CA	6
Carlos Arroyo Govea	Los Angeles, CA	2
Allison Arvold	Los Angeles, CA	2
Maher Askary	Los Angeles, CA	0
Warren Baker	Los Angeles, CA	7
Jason Baldridge	Los Angeles, CA	4
John Barnes	Los Angeles, CA	6
Robert Barnes	Los Angeles, CA	16
Thomas Bartling	Los Angeles, CA	2
Stacy Beattie	Los Angeles, CA	18
Gunit Bedi	Los Angeles, CA	23
Bryce Bednorz	Los Angeles, CA	12
Davis Bell	Los Angeles, CA	3
Luke Bender	Los Angeles, CA	1
Michael Benevento	Los Angeles, CA	3
Jack Bergon	Los Angeles, CA	2
Scott Berman	Los Angeles, CA	27
Jennifer Betbadal	Los Angeles, CA	1
Maria Elena Bird	Los Angeles, CA	9
Scott Bird	Los Angeles, CA	12
Jeffrey Bjornson	Los Angeles, CA	26
Brian Blackwell	Los Angeles, CA	18
Matthew Bloom Krull	Los Angeles, CA	19
Courtney Blum	Los Angeles, CA	18
Jason Blumberg	Los Angeles, CA	11
Vincent Bonavia	Los Angeles, CA	8
Marcus Braun	Los Angeles, CA	3
Laura Braverman	Los Angeles, CA	19
Kyle Brockbank	Los Angeles, CA	1
Scott Brokaw	Los Angeles, CA	12
Daniel Brown	Los Angeles, CA	0
Alexandra Browne	Los Angeles, CA	12
Benjamin Bruner	Los Angeles, CA	4
Blair Buick	Los Angeles, CA	11
John Bute	Los Angeles, CA	26
Adam Castillo	Los Angeles, CA	4
Stasia Cato Washington	Los Angeles, CA	22
Ananya Chandra	Los Angeles, CA	1
James Chartrey	Los Angeles, CA	17
Henry Chaussee	Los Angeles, CA	1
Stuart Chaussee	Los Angeles, CA	26
Justin Cho	Los Angeles, CA	7
Alek Christensen	Los Angeles, CA	5
Jeffrey Christie	Los Angeles, CA	21
Anthony Clay	Los Angeles, CA	1
Erik Clemente	Los Angeles, CA	3
Dani Comart	Los Angeles, CA	15
Edward Comerford	Los Angeles, CA	1
Eric Conner	Los Angeles, CA	1
Erica Jean Cortez	Los Angeles, CA	14
Ryan Cosgrove	Los Angeles, CA	7
Brent Coughenour	Los Angeles, CA	13
Anna Crabs	Los Angeles, CA	2
Kayla Cross	Los Angeles, CA	7
Kyle Cross	Los Angeles, CA	5
Joseph Crowley	Los Angeles, CA	8
Jeremy Curtis	Los Angeles, CA	6
Conner Dabish	Los Angeles, CA	4
Audrey Dalsass	Los Angeles, CA	4
Meagan D'angelo	Los Angeles, CA	15
Luke Daniel	Los Angeles, CA	19
Matthew D'attilio	Los Angeles, CA	21
David Daughtrey	Los Angeles, CA	32
Michael Davis	Los Angeles, CA	2
Garrett Dederichs	Los Angeles, CA	0
Brandon Denihan	Los Angeles, CA	9
John Derry	Los Angeles, CA	2
Christopher De Salvo	Los Angeles, CA	3
James Diehl	Los Angeles, CA	12
Nolan Dietel	Los Angeles, CA	3
Nils Dillon	Los Angeles, CA	14
William Dixon	Los Angeles, CA	3
Nicholas Doddo	Los Angeles, CA	6
David Douglas	Los Angeles, CA	4
Dalton Downer	Los Angeles, CA	2
Nathaniel Downes	Los Angeles, CA	21
Jenny Dudrey	Los Angeles, CA	22
Sergio Duenas Granados	Los Angeles, CA	1
James Duncanson	Los Angeles, CA	21
Jacob Eggett	Los Angeles, CA	20
Roy Elliott Jr.	Los Angeles, CA	24
Dominik Elmasian	Los Angeles, CA	9
Adrianne Erickson	Los Angeles, CA	4
Ryan Erlanger	Los Angeles, CA	3
Brian Estep	Los Angeles, CA	12
Dylan Fagundes	Los Angeles, CA	0
Viktoria Falus	Los Angeles, CA	15
Charles Faulhaber	Los Angeles, CA	19
Mitchell Fedders	Los Angeles, CA	1
Nathan Feld	Los Angeles, CA	0
Benjamin Finan	Los Angeles, CA	9
Jessica Fino	Los Angeles, CA	14
Louis Flamino	Los Angeles, CA	10
Graham Foltz	Los Angeles, CA	2
Brennan Fontana	Los Angeles, CA	4
Jerrod Foster	Los Angeles, CA	10
Luke Foukas	Los Angeles, CA	8
Kamarra Freeman	Los Angeles, CA	0
Eric Furstner	Los Angeles, CA	39
Garrett Gabriel	Los Angeles, CA	4
Alyssa Garcia	Los Angeles, CA	0
Jeffrey Garden	Los Angeles, CA	10
Colman Garvey	Los Angeles, CA	1
John Genung III	Los Angeles, CA	0
Erica Ghotra	Los Angeles, CA	16
Benjamin Gottlieb	Los Angeles, CA	1
Dillon Gracey	Los Angeles, CA	4
Nicki Green	Los Angeles, CA	5
Brooklyn Griffin	Los Angeles, CA	8
Brian Griffiths	Los Angeles, CA	18
Colin Grover	Los Angeles, CA	19
Edward Gueits II	Los Angeles, CA	12
Justin Hackman	Los Angeles, CA	3
Henry Hagenbuch	Los Angeles, CA	8
Brian Haloossim	Los Angeles, CA	23
Ben Hamblen	Los Angeles, CA	13
Andrew Hancock	Los Angeles, CA	11
John Hastings	Los Angeles, CA	14
Brandon Heicklen	Los Angeles, CA	5
Richard Henry	Los Angeles, CA	7
Henry Herrill	Los Angeles, CA	9
Conrad Hindert	Los Angeles, CA	21
Nicholas Hixon	Los Angeles, CA	4
Samuel Hoeck	Los Angeles, CA	9
Philip Houchin	Los Angeles, CA	5
Jordan Hunt	Los Angeles, CA	6
Kirstie Hunt	Los Angeles, CA	9
Andrew Ielmini	Los Angeles, CA	7
Victor Isidro	Los Angeles, CA	0
Jacob Jablonski	Los Angeles, CA	7
Jonathan Jewitt	Los Angeles, CA	12
Javier Jimenez	Los Angeles, CA	7
Beck Johnson	Los Angeles, CA	13
Timothy Johnson Jr.	Los Angeles, CA	2
Troy Jones	Los Angeles, CA	3
Trent Jordan	Los Angeles, CA	0
Amit Josef	Los Angeles, CA	12
Kayla Kaltenecker	Los Angeles, CA	8
Elias Kaplan	Los Angeles, CA	5
Jarett Karp	Los Angeles, CA	3
Michael Karsa	Los Angeles, CA	13
Bradley Kaufman	Los Angeles, CA	4
Jeffrey Kaufmann	Los Angeles, CA	19
Colleen Kelly	Los Angeles, CA	12
John Kennedy III	Los Angeles, CA	24
Louis Kim	Los Angeles, CA	1
Jack Kirby	Los Angeles, CA	5
Benjamin Klaus	Los Angeles, CA	0
Paul Knipping	Los Angeles, CA	10
Cynthia Knowlton	Los Angeles, CA	1
Alexander Kob	Los Angeles, CA	11
Todd Krieg	Los Angeles, CA	21
Emily Kruthoff	Los Angeles, CA	8
Joseph Kuepper	Los Angeles, CA	3
Matthew Kulka	Los Angeles, CA	8
Jordan Kunz	Los Angeles, CA	11
Keri Kutakoff	Los Angeles, CA	20
Robert Lawton	Los Angeles, CA	0
Duy Le	Los Angeles, CA	23
Brian Leadley	Los Angeles, CA	9
William Leathers	Los Angeles, CA	3
Alyssa Lecca La Cruz	Los Angeles, CA	0
Jason Lee Sr.	Los Angeles, CA	15
Peter Lee	Los Angeles, CA	12
Carol Lens	Los Angeles, CA	15
Daniel Leong	Los Angeles, CA	4
Joseph Letrich	Los Angeles, CA	2
Evan Levy	Los Angeles, CA	13
Michael Lindeman	Los Angeles, CA	7
David Lipsey	Los Angeles, CA	4
Elbert Liu	Los Angeles, CA	4
Brendan Logan	Los Angeles, CA	0
Barbara Lommen	Los Angeles, CA	10
Jacob Loosle	Los Angeles, CA	11
Aaron Love	Los Angeles, CA	3
David Lundquist	Los Angeles, CA	21
Max Mahr	Los Angeles, CA	2
Tariq Maiden	Los Angeles, CA	9
Kevin Maldonado	Los Angeles, CA	3
Christian Martinez	Los Angeles, CA	4
Alexander Mathews	Los Angeles, CA	5
Melinda Mchugh	Los Angeles, CA	23
John Mcinerney	Los Angeles, CA	16
Michael Mcmullin	Los Angeles, CA	7
Kevin Mcveigh	Los Angeles, CA	16
Matthew Meenan	Los Angeles, CA	1
Noah Melquist	Los Angeles, CA	3
Evan Menendez	Los Angeles, CA	1
Julinda Milla	Los Angeles, CA	6
Joshua Miller	Los Angeles, CA	15
Jonathan Milner	Los Angeles, CA	0
Thomas Mirth	Los Angeles, CA	3
Jotham Monsma	Los Angeles, CA	2
Shawn Moran	Los Angeles, CA	11
Caleb Mordue	Los Angeles, CA	0
Jon Morgan	Los Angeles, CA	37
Peter Morimoto	Los Angeles, CA	28
Michael Muchnikoff	Los Angeles, CA	6
William Nail	Los Angeles, CA	2
Brooke Napiwocki	Los Angeles, CA	12
Yeugenia Napoli	Los Angeles, CA	19
Andrew Nathin	Los Angeles, CA	0
Erick Newton	Los Angeles, CA	33
Brandon Nie	Los Angeles, CA	5
Brock Niederer	Los Angeles, CA	0
Jerry Nigro	Los Angeles, CA	31
Christopher Nolan	Los Angeles, CA	2
Kelly Oliver	Los Angeles, CA	7
Tyler Olsen	Los Angeles, CA	23
Corrina Olson	Los Angeles, CA	9
Adam Osterling	Los Angeles, CA	9
Janice Osugi	Los Angeles, CA	6
Jason Ozur	Los Angeles, CA	16
Jonathan Padrnos	Los Angeles, CA	3
Alexandra Papell	Los Angeles, CA	5
Roberto Paredes	Los Angeles, CA	32
Ashish Patel	Los Angeles, CA	5
Christopher Peterson	Los Angeles, CA	13
Thomas Petrocelli	Los Angeles, CA	3
Ryan Pittman	Los Angeles, CA	3
Scott Poelman	Los Angeles, CA	12
Steven Ralff	Los Angeles, CA	21
Rebecca Rang	Los Angeles, CA	5
Daniel Reardon Jr.	Los Angeles, CA	3
Michael Reid	Los Angeles, CA	16
Brian Reisner	Los Angeles, CA	2
Robert Renshaw	Los Angeles, CA	18
Candice Richardson	Los Angeles, CA	2
Samuel Richman	Los Angeles, CA	6
Gregory Robitshek	Los Angeles, CA	2
Marc Rock	Los Angeles, CA	16
Paris Rodriguez	Los Angeles, CA	17
Joseph Romeo	Los Angeles, CA	12
Richard Rosenthal	Los Angeles, CA	2
Matthew Ross	Los Angeles, CA	2
Paul Ryan	Los Angeles, CA	12
Thomas Ryan	Los Angeles, CA	5
Gaetano Sacco	Los Angeles, CA	15
Eric Sagadin	Los Angeles, CA	10
Shannon Sahli	Los Angeles, CA	2
Benjamin Samoylov	Los Angeles, CA	2
Sanjeev Sardana	Los Angeles, CA	28
Greg Satz	Los Angeles, CA	39
James Savage	Los Angeles, CA	10
Patrick Savage	Los Angeles, CA	21
Shane Sawyer Jones	Los Angeles, CA	3
Sharon Scarpa	Los Angeles, CA	0
Kayla Schneider	Los Angeles, CA	5
Matthew Sealy	Los Angeles, CA	4
Shelby Seivert	Los Angeles, CA	2
Prabhjot Sekhon	Los Angeles, CA	2
Sagar Sheth	Los Angeles, CA	7
Jacob Shoemaker	Los Angeles, CA	1
Lewis Shore	Los Angeles, CA	51
Landen Silbowitz	Los Angeles, CA	2
Scott Silver	Warren, NJ	27
Jacob Silverstein	Los Angeles, CA	6
Chad Slaughter	Los Angeles, CA	12
Channing Smith	Los Angeles, CA	17
Howard Spielberg	Los Angeles, CA	26
Teancum Stafford	Cottonwood Heights, UT	8
Nathan Stagg	Los Angeles, CA	2
Gavin Stellpflug	Los Angeles, CA	2
Andrew Stewart	Los Angeles, CA	7
Natalie Stover	Los Angeles, CA	1
Nicholas Sturgis	Los Angeles, CA	10
Derek Tam	Los Angeles, CA	19
Valerie Tanner	Cottonwood Heights, UT	8
Eric Taslitz	Los Angeles, CA	30
Austin Taylor	Los Angeles, CA	2
Jonathan Teran	Los Angeles, CA	24
Tyler Tevich	Los Angeles, CA	6
Andrew Theodore	Los Angeles, CA	9
Landon Thompson	Los Angeles, CA	4
Vekevia Tillman Jones	Los Angeles, CA	9
Christian Tiscareno	Los Angeles, CA	10
Grant Vahalla	Los Angeles, CA	15
Daniel Elijah Valverde	Los Angeles, CA	0
Joel Van Buren	Los Angeles, CA	5
Brendan Van Cleve	Los Angeles, CA	20
Ford Van Winkle	Los Angeles, CA	9
Jessica Vongsaphay	Los Angeles, CA	2
Luka Waage	Los Angeles, CA	1
Jaron Wagner	Los Angeles, CA	5
Andrew Wallace	Los Angeles, CA	4
Justin Walsh	Los Angeles, CA	2
Timothy Walsh	Los Angeles, CA	6
Alyssa Weinberger	Los Angeles, CA	11
Daniel Weitzman	Los Angeles, CA	5
Jeffrey Westheimer	Los Angeles, CA	17
Elliot Wicks	Los Angeles, CA	0
Jack Wildgoose	Los Angeles, CA	1
Dylan Williams	Los Angeles, CA	11
Walker Williams	Los Angeles, CA	20
Andrew Wissell	Los Angeles, CA	1
Katherine Wohlt	Los Angeles, CA	15
Tracy Wright	Los Angeles, CA	0
Wesley Yamada	Los Angeles, CA	15
Marya Young	Los Angeles, CA	24
Stephen Zhou	Los Angeles, CA	10
Gretchen Zierolf	Los Angeles, CA	16
Paul Zimin	Los Angeles, CA	0

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