#United States #Los Angeles #Lido Advisors #Brian Haloossim #Ken Stern

Brian Haloossim Takes on President Role at Lido Advisors

Lido Advisors, a prominent wealth advisory firm, has announced the appointment of Brian Haloossim as its new President. This strategic decision comes alongside the elevation of founding partner Ken Stern to Co-Chief Executive Officer (Co-CEO). The firm, recognized for managing over $42.5 billion in regulatory assets, is fortifying its leadership team as it embarks on the next phase of its ambitious growth strategy.

In his new role, Haloossim is set to focus on fostering organic growth while enhancing the Lido brand. His specific aims include solidifying relationships with business owners and entrepreneurs and expanding the firm's Private Wealth capabilities. Haloossim emphasizes a commitment to providing clients with more than just traditional wealth management solutions. He expresses enthusiasm for joining a firm that embodies an entrepreneurial spirit and a client-centric philosophy.

"What attracted me to Lido is their innovative growth strategy, a platform designed for complex needs, and a culture that prioritizes client satisfaction," said Haloossim, highlighting the core values that align with his vision for the firm.

Brian Haloossim brings over twenty years of comprehensive leadership experience, particularly in advising high-net-worth clients. Before joining Lido, he played a vital role at Bernstein Private Wealth Management, where he served as a senior national leader, advisor, and mentor. His expertise in navigating complex business landscapes positions him well to lead Lido into its next chapter.

Jason Ozur, Co-CEO of Lido Advisors, praised Haloossim’s capabilities, noting, "Brian exemplifies the values we cherish at Lido. He has a proven track record of building businesses and earning clients' trust, especially when navigating complex challenges. Together with Ken as Co-CEO, we are poised to elevate our service offerings even further."

Following the announced changes, Ken Stern joins Ozur as Co-CEO, formalizing a partnership that has been instrumental in guiding Lido's growth and identity. Stern notes that the addition of Haloossim signifies a pivotal move to ensure they deliver on the promises made to their clients and internal teams.

"What we've established at Lido is something I take immense pride in, and this is only the beginning," remarked Stern, affirming the firm's commitment to enhancing client experience.

The rapid ascent of Lido Advisors is noteworthy. Over the past 18 months, it has experienced remarkable growth, hiking from $24 billion to over $42.5 billion in regulatory assets across more than 40 offices and employing around 250 professionals nationwide. Such expansion speaks volumes about its commitment to innovation and client-centric approaches, especially through its advanced technology usage.

Lido's innovative private investment platform stands out as a key driver of its growth. The firm's emphasis on thorough planning complements a holistic client experience, aligning with its mission to provide comprehensive financial solutions encompassing investment management, tax planning, and estate planning.

As Haloossim steps into this pivotal role, the firm is keen on enhancing its market position, especially among entrepreneurs and affluent families who navigate increasingly complex financial landscapes. Lido Advisors strives to embody a holistic approach that ensures every financial recommendation is rooted in integrity, reflecting the complete financial picture of its clients.

About Lido Advisors

Lido Advisors operates as an independent investment adviser registered with the SEC, with a headquarters in Los Angeles and over 40 offices spread across the nation. The firm serves a diverse clientele, including entrepreneurs and multigenerational families, managing assets that reflect their growing complexities as their wealth increases. Lido Advisors facilitates decision-making that intertwines multiple wealth aspects with coordinated, unbiased advice, ensuring their clients are equipped to manage their financial futures with confidence.

For further insights, visit Lido Advisors.