Jason joined Lido Advisors, LLC in early 2015 and is responsible for supporting client investment and wealth planning. In addition, Jason supports the analysis and due diligence for some of our alternative investments, and coordinates the alternative assets process for some of the private real estate investments. Jason has attained the Series 65 designation and is an Investment Advisor Representative.
Prior to joining Lido Advisors, Jason was a financial analyst at Morgan Stanley in New York City. He spent time in the Financial Control Group performing statistical analysis for the Sales, Trading, and Investment Banking groups. He also worked for the Private Bank analyzing the profitability of lending and foreign currency transactions.
Jason received his B.S. in Finance and Information Systems from University of Maryland, College Park, Robert H. Smith School of Business.