Lido Advisors, a nationally recognized wealth advisory firm with over $42.5 billion in regulatory assets under management, has announced the appointment of Brian Haloossim as President and the elevation of founding partner Ken Stern to Co-Chief Executive Officer, strengthening the leadership team of one of the nation’s fastest-growing independent wealth management firms.
Haloossim brings more than two decades of leadership experience with deep roots in advising complex clients and expertise with business owners. During his career at Bernstein Private Wealth Management, he served as a senior national leader, advisor, and mentor, helping shape the growth and evolution of the firm’s private client business. In his new role, Haloossim will focus on accelerating Lido’s organic growth, building the firm’s brand, deepening relationships with business owners and entrepreneurs, and expanding Private Wealth capabilities.
Stern joins Jason Ozur as Co-CEO, formalizing a partnership that has long defined the firm’s direction. As founding partner, Stern has been instrumental in shaping Lido’s national identity. Over the past 18 months alone, Lido has grown from $24 billion to over $42.5 billion in regulatory assets under management across more than 40 offices and 250 employee-owners nationwide.
Lido’s integrated platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning. The firm’s growth has been driven by its forward-looking use of technology, a highly differentiated private investment platform, and an emphasis on planning as a core component of a holistic client experience.
KEY QUOTES:
“What drew me to Lido was a combination of the entrepreneurial spirit that has led to their enviable growth, a platform that is genuinely built for complexity and a culture that puts the clients first in everything it does.”
Brian Haloossim, President, Lido Advisors
“Brian is exactly the kind of leader that exemplifies the values and drive of Lido, someone who has built businesses, elevated offerings and spent decades earning the trust of clients through extraordinary complexity.”
Jason Ozur, Co-CEO, Lido Advisors
“What we’ve built at Lido is something I’m incredibly proud of, and we’re just getting started.”
Ken Stern, Co-CEO, Lido Advisors
