Relationship-driven, passionate service.

Our experienced team approaches the complexity of managing your wealth with impartial expertise and a deep commitment to your vision.

Please click here for a description of each professional designation referenced.

idb lido wealth private wealth consultant team

Key Professionals

Jason
Jason Ozur, CPA*
Chairman, IDB Lido Wealth CEO, Lido Advisors
Karan
Karan Kanapathipillai
CEO, IDB Lido Wealth
Ken
Ken Stern, CFP®
Senior Managing Director President, Lido Advisors
Greg
Greg Kushner, CPA*
Senior Managing Director, Lido Advisors, California Regional Manager Chairman
Robert
Robert Marton, CFP®
Senior Managing Director, Florida & Tri-state Regional Manager
Cary
Cary Lieberman
Director, Senior Wealth Manager
Nadav
Nadav Schwartz
Director, Senior Wealth Manager
Ana
Ana Bou-Goldsmith
Senior Vice President, Senior Wealth Manager
David
David Haddad
Wealth Manager, Lido Advisors
Griffin
Griffin Morgan
Senior Associate, Private Client Services, Lido Advisors
* Inactive
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