RIA Edge Podcast: Lido Advisors Co-CEO Jason Ozur
In this episode of the RIA Edge Podcast, host David Armstrong talks with Jason Ozur, CEO of Lido Advisors, about the firm’s growth from a six-person team managing approximately $400 million to one of the largest RIAs with nearly $50 billion in assets under management.
Jason discusses how a strong focus on organic growth, standardized investment processes and client service helped the firm lay the foundation for expansion before accelerating its growth through acquisitions and strategic capital partnerships. In addition, employee ownership, cultural integration, technology investments and artificial intelligence startups will shape Lido’s future as it expands its capabilities and geographic reach.
Jason shares:
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Lydon grew from a small consulting firm to a national RIA through organic growth and acquisitions
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How the firm built extensive employee ownership, including multimillion-dollar and equity stakes in more than 70 Lido partners.
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The importance of investment management including alternatives and unique diversification strategies that enhance the firm’s value to clients.
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How Lido executives think about managing data so that it remains as flexible as possible for future technological improvements.
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How he organized the roles and responsibilities of the executive leadership team, including a second CEO in Ken Stern.
Resources:
Meet David Armstrong:
Meet Jason Ozur:
About our guest:
Jason Ozur is Co-Chairman of Lido’s Investment Committee. He is responsible for managing Lido’s alternative investments and is an integral part of the firm’s focus on real estate-oriented strategies.
Education: BS, California State University at Northridge
Previous Career Highlights: Jason began his career as a CPA performing audits, preparing tax returns and providing back office services for several hedge funds. In the year In 1999, he joined a large family investment office, where he was part of the investment team managing the family’s top investments and served as CFO of an international water conservation company that has expanded its business to more than 22 countries. He also oversaw the finances of a multi-billion dollar Los Angeles-based hedge fund.
Personal Facts: Jason takes on a mentoring role to help facilitate the company’s culture of growth, excellence and integrity.
