Los Angeles, CA Century Park East logo

Los Angeles, CA Century Park East Office

Team
Updated today
Lido logo

Lido

Enterprise

Firm-wide stats for Lido

Total advisors

315

Across 3 offices

Clients per advisor

41 Low

Avg AUM per client

$2,926,994 Very High

HNW client ratio

75% Very High

About

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.

Based on Lido

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing

Based on Lido

Occupation focus

Founder/Business Owner Executive

Based on Lido

Location

1875 Century Park East, Suite 950

Los Angeles CA 90067

Advisors at this office

312

Advisors at this office

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Justin H

CFP®, Series 66

Los Angeles, CA

Lido

Justin Hackman is a CFP® with three years of industry experience, currently serving as an advisor at Lido. His prior work experience includes roles at Ameriprise, U.S. Bank, Stillwater Investment Management, and Goff Investment Group. Outside of financial services, he has been involved with Oak Glen Golf Course and spent time at Hill Murray High School and the University of St. Thomas. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focusing on diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Wesley Y

Series 63, Series 65

Los Angeles, CA

Lido

Wesley Yamada is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lido Advisors, LLC since 2025. His prior experience includes roles at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, he is an individual agent with MassMutual, involved in selling and managing life insurance. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm offers integrated wealth management with diversified investment strategies across multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Caleb M

Series 65

Los Angeles, CA

Lido

Caleb Mordue is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he worked at John Henry Smith Insurance for three years and was affiliated with the Church of Jesus Christ of Latter Day Saints for two years. He also has five years of experience in full-time education. Lido serves high‑net‑worth and ultra‑high‑net‑worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and related services. The firm employs a diversified, integrated wealth management approach and frequently manages assets on a discretionary basis, including options-based strategies and sub-advisory roles for registered investment companies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Chad S

Series 65, Series 66

Los Angeles, CA

Lido

Chad Slaughter is a financial advisor at Lido with 12 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Mercer Global Advisors, Fifth Third Securities, Wells Fargo Clearing, and Ernst & Young Investment Advisers. Lido provides wealth management services to 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, and family office services with an integrated approach that includes diversification across multiple asset classes and options-based strategies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Eric T

Series 63, Series 65

Los Angeles, CA

Lido

Eric Taslitz is a financial advisor with Lido Advisors, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior roles include positions at Avitas Wealth Management, LLC, PKS Advisory Services, LLC, and UBS Financial Services Inc. He is also involved as a principal in alternative investment management through Avitas Capital Management and Avitas Capital Partners. Lido Advisors serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and offers discretionary asset management alongside access to third-party managers and sub-advisers.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Luke D

CFP®, Series 63, Series 66

Los Angeles, CA

Lido

Luke Daniel is a CFP® with 19 years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes sixteen years at Sargent Bickham Lagudis, LLC. Outside of his advisory role, he is the manager and owner of LD Flips, LLC, a real estate entity focused on rehabilitating and selling properties acquired through tax lien auctions. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Dominik E

Series 66

Los Angeles, CA

Lido

Dominik Elmasian is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Lido Advisors, LLC since 2020, following roles at Boston Private Wealth LLC, Edward Jones, and Voya Financial Advisors. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and options-based strategies, managing assets both directly and through pooled vehicles.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Christopher D

Series 65

Los Angeles, CA

Lido

Christopher De Salvo is a Series 65 licensed advisor at Lido with three years of industry experience. His background includes roles at Battelle and William Blair, as well as involvement with Music Solutions from 2016 to 2020. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Eric F

CFP®, ChFC®, Series 63, Series 65

Los Angeles, CA

Lido

Eric Furstner is a CFP® and ChFC® with 39 years of industry experience. He has worked at Lido Advisors since 2025, following roles at Fountainhead Capital Management and Mass Mutual. He also serves as a principal of his own insurance business in Chandler, Arizona. Lido advises high-net-worth individuals, family offices, trusts, estates, and charitable organizations with a focus on integrated wealth management. The firm employs diversified investment strategies across multiple asset classes and offers services including financial planning and family office support.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Kayla S

CFP®, CFA®

Los Angeles, CA

Lido

Kayla Schneider is a CFP® and CFA® with five years of industry experience. She is currently an advisor at Lido, joining the firm in 2024 after nine years at Pegasus Partners. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated investment approach that includes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Luke F

Series 63, Series 65

Los Angeles, CA

Lido

Luke Foukas is a financial advisor at Lido with eight years of industry experience. He previously worked at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities, Inc. Additionally, he is a licensed insurance agent in New Jersey for life insurance, though this activity occupies less than one hour per month. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management with diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Kyle B

Series 65

Los Angeles, CA

Lido

Kyle Brockbank is a financial advisor with Lido in Los Angeles, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management, Fidelity Investments, and Deloitte. Outside of finance, he has work experience with Berrett Pest Control and involvement with the Church of Jesus Christ of Latter-day Saints. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and corporations. The firm offers integrated wealth management services with a focus on diversification across various asset classes and employs options-based strategies, managing assets primarily on a discretionary basis.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Erik C

Series 63, Series 65

Los Angeles, CA

Lido

Erik Clemente is a financial advisor at Lido with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Goldman Sachs, Addepar, and Morgan Stanley. Lido serves 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 with an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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Thomas R

Series 65

Los Angeles, CA

Lido

Thomas Ryan is a financial advisor at Lido with a Series 65 designation and five years of industry experience. He previously worked at Avitas Wealth Management and has a background including roles at Payment Cloud and Pepperdine University. Outside of finance, he owns an e-commerce business called Daily LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and manages both discretionary accounts and pooled investment vehicles.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
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William L

Series 63, Series 65

Los Angeles, CA

Lido

William Leathers is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Alliance Bernstein, St. Germain Investments, and OneDigital, and has experience in campus recreation and wellness at Elon University as well as at Chatham Beach & Tennis Club. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner Executive
View complete list of advisors at this office
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