Gregory Kushner, CPA*
Senior Managing Director
Gregory Kushner founded Lido Advisors, LLC in 1999 with the goal of ensuring that his clients are “fiscally fit” with a healthy financial portfolio in all areas of their lives. Kushner oversees all investments and strategy for ultra-high net-worth investors and family offices to provide objective and personal financial solutions and multi-generational planning. In addition to leading the firm, Kushner oversees client relationships as an investment advisor representative of Lido, including all aspects of managing their wealth.
Kushner discovered a passion for sharing his financial knowledge in 2009, when he hosted a weekly radio show about investing and personal finance on KABC 790AM in Los Angeles that ran until 2010. Recently, Kushner discovered a new platform for sharing his insights with the public by becoming a Forbes Finance Council contributor. Kushner speaks regularly on issues relating to the management of substantial wealth throughout Southern California. Recent highlights include teaching courses on due diligence, investment policy statements, and asset allocation at the Pepperdine University Certificate in Financial Management for the Family Office program (September 2017) and being a Keynote Speaker at the AM870 Wealth Summit (February 2018). Kushner acts as chairman and moderator of Lido Consulting’s Annual Family Office Investment Symposium.
Prior to founding Lido Advisors, LLC, Kushner founded Lido Consulting, Inc., in 1995 to provide consulting services for family offices. Services include implementing best practices within the family office structure, extending to all facets of running and maintaining a family office. The firm provides resources on several topics important to the effective management of wealth. Lido Consulting hosts many “invitation-only” events every year. Topics include; investment strategy, economic outlook, risk management, family office creation, charitable giving, asset allocation, and geo-political updates.
Lido’s Greg Kushner discusses optimal financial strategy.