Lido Advisors Strengthens Leadership with Appointment of Dan Marquis as CFO

Lido Advisors Strengthens Leadership with Dan Marquis as CFO

In a significant move for the financial advisory landscape, Lido Advisors has announced the appointment of Dan Marquis as Chief Financial Officer (CFO). This decision comes at a critical juncture for the firm, which currently boasts over $42.5 billion in regulatory assets under management (RAUM). With Marquis's extensive background in finance, Lido aims to bolster its operations and strategy in the rapidly evolving wealth management sector.

Marquis joins Lido with nearly 20 years of experience in financial leadership. He is expected to play a pivotal role in overseeing the firm's financial operations and planning, providing guidance for strategic investments, and ensuring the company's sustained growth. As stated by Jason Ozur, Co-CEO of Lido Advisors, "Dan brings the kind of long-range financial thinking that will continue to propel Lido as we grow and deepen our platform."

The wealth advisory firm's recent growth has been remarkable, owing much of its success to the launch of its Lido One platform. This innovative platform combines services such as investment management, tax planning, and estate planning under one roof, catering to the complex needs of entrepreneurs and multigenerational families. With Marquis at the financial helm, Lido aims to further enhance these offerings, ensuring a holistic approach to wealth management.

Marquis's extensive credentials include a history of steering growth and executing complex financial transactions. Before joining Lido, he served as Managing Director at Carson Group, where his leadership was crucial in shaping financial and capital strategies. He has also founded and led Metronome Financial, a firm renowned for its successful capital deployment without any credit losses.

His career is marked by significant roles at firms like Javlin Capital and Intrado Corporation. These positions provided him with a robust understanding of financial operations and investment strategies. Marquis holds an MBA with honors from the University of Chicago Booth School of Business and is recognized as a Chartered Financial Analyst (CFA).

The appointment of Marquis is viewed as a continuation of Lido Advisors' momentum in enriching its executive leadership team. The firm has rapidly evolved into one of the country's fastest-growing independent wealth management firms, and Marquis's presence is expected to enhance this trajectory. His vision for Lido aligns with the company’s mission to create a distinctive wealth management platform that adeptly addresses client needs.

Reflecting on his new role, Marquis expressed enthusiasm about joining a team committed to client service. "Lido has built something genuinely differentiated in the wealth management space, a platform that brings together investment management, financial planning, tax strategy, and trust and estate in a way that truly serves clients," he stated. His integration into Lido will undoubtedly support the firm’s ambition to provide comprehensive financial solutions and reach new heights in the industry.

As Lido Advisors continues to expand its footprint with over 40 offices nationwide, the addition of seasoned professionals like Marquis signals its commitment to maintaining high standards of service and operational excellence. This strategic hire is expected to nurture the firm's capabilities, ultimately enriching client experiences.

For more information about Lido Advisors and its services, visit Lido Advisors.