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
Nadav
Nadav Schwartz
Director, Senior Wealth Manager
Drew
Drew Graves
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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