Lido Advisors, LLC is proud to annouce that Senior Managing Director & Chairman Greg Kushner, Senior Managing Director Jason Ozur and Senior Managing Director Jeffrey Westheimer have been named Five Star Wealth Manager Award recipients. This is Mr. Kushner’s seventh consecutive year, Mr. Westheimer’s fifth consecutive year being honored among this elite group.
The 2017 Five Star Wealth Manager Award recognizes wealth managers for their commitment to providing quality services to their clients. The award is based on an in-depth research process that incorporates peer and firm feedback, as well as objective criteria such as client retention rates, client assets administered, industry experience, and regulatory history.
Mr. Kushner has 39 years of experience in the financial services industry. He founded Lido Advisors, LLC in 1999. Since then he has continued to provide objective and personal financial solutions, multigenerational planning, and to act as the “Chief Investment Officer” for ultra-high net-worth investors and family offices. He oversees the entire Lido organization and leads the strategic direction for the firm. He works with clients on all aspects of their financial, income tax, estate, and investment planning.
Mr. Westheimer has 10 years of experience as a wealth advisor. He joined Lido Advisors, LLC in 2008 and provides clients advice on retirement, asset protection and investment planning. He is a Senior Managing Director, a Principal of Lido Advisors, LLC and is the Co-Portfolio Manager for the SectorStrat® U.S. Equity strategy. He also assists in due diligence performed by Lido on certain private real estate and other unique investments, and helps to oversee certain asset allocation models. Mr. Westheimer is a fiduciary and works with private clients, foundations and charitable endowments.
Mr. Ozur has 14 years of experience working with hedge funds and alternative investments as a CPA and family office executive, and 9 years of experience as a wealth advisor. He joined Lido Advisors, LLC in 2009 and is the Chief Investment Officer of the firm. He is a Senior Managing Director and a Principal of Lido Advisors, LLC . While in these roles he oversees the investment committee and heads the research on alternative investments that include real estate, asset based lending and other unique investments. Mr. Ozur is a fiduciary and works with large family office investors and private clients.
Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. The evaluation is based on 10 criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors, to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers.