Experience

Lido Advisors, LLC

• United States
• Investment Management
• 100 - 200 Employee

• Senior Managing Director - Chief Legal and Compliance Officer

  • Aug 2017 - Present

  Greater Los Angeles Area Lido Advisors, LLC, is an SEC-registered investment advisor based in Century City, California, with offices across the country. We provide advisory services to family offices, foundations, high-net worth individuals, among others. As a Senior Managing Director and the firm's Chief Legal and Compliance Officer, I am responsible for the firm's overall legal and compliance functions.



Enterprise Trust & Investment Company

• United States
• Investment Management
• 1 - 100 Employee

• Director Board of Directors

  • Jan 2022 - Present

  Los Gatos, California, United States Enterprise Trust & Investment Company provides investment management and fiduciary services for high net-worth individuals. As a fully independent trust company, we understand that true wealth synergy is created through the unique combination of personalized asset management and trust expertise. Commitment to client relationships, their families, and the community have been the cornerstone of ETIC since our founding in 1995.



IDB Lido Wealth, LLC

• Director Board of Directors

  • Jun 2023 - Present

  New York, United States IDB Bank ("IDB") and Lido Advisors, LLC ("Lido") today announced the official launch of their strategic partnership and joint venture, IDB Lido Wealth, LLC. The new entity is an SEC registered investment adviser1 that will leverage Lido's best-in-class wealth management capabilities to enhance IDB's full suite of private and commercial banking solutions to support the Bank's growing reach and scope within the regions it operates. IDB Bank and Lido Advisors will continue to remain independent… Show more IDB Bank ("IDB") and Lido Advisors, LLC ("Lido") today announced the official launch of their strategic partnership and joint venture, IDB Lido Wealth, LLC. The new entity is an SEC registered investment adviser1 that will leverage Lido's best-in-class wealth management capabilities to enhance IDB's full suite of private and commercial banking solutions to support the Bank's growing reach and scope within the regions it operates. IDB Bank and Lido Advisors will continue to remain independent companies. Operating as a Registered Investment Advisor (RIA), IDB Lido Wealth is the first institutional partnership of its kind for both companies and will broaden their ongoing fiduciary commitment to provide leading financing offerings. The joint venture will offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic and international high-net-worth clientele. Show less



Oakhurst Advisors LLC

• Financial Services
• 1 - 100 Employee

• Senior Managing Director - General Counsel and Chief Compliance Officer

  • Jan 2018 - Present

  Greater Los Angeles Area Oakhurst Advisors, LLC, is an SEC-registered investment advisor based in Century City, California. We manage private funds involving real estate-based assets. As a Senior Managing Director and the firm's General Counsel and Chief Compliance Officer, I am responsible for the firm's overall legal and compliance functions.