Lido Advisors announced the appointment of Dan Marquis as Chief Financial Officer. Marquis brings two decades of financial leadership experience to Lido Advisors.
Lido Advisors is a nationally recognized wealth advisory firm with more than $42.5 billion in regulatory assets under management.
In his role as CFO, Marquis will oversee financial operations and planning.
He will also partner with senior leadership and the board on capital strategy and help guide Lido’s continued expansion.
Marquis brings experience in financial planning and analysis, capital markets, mergers and acquisitions, and long-range strategic planning.
His appointment continues Lido’s momentum in expanding its executive leadership team.
Lido has grown to more than $42.5 billion in regulatory assets under management across more than 40 offices.
The firm’s growth has been driven by its Lido One platform, which integrates services such as investment management, tax planning, and estate planning for entrepreneurs, executives, and multigenerational families.
Marquis most recently served as managing director of FP&A and capital markets at Carson Group.
At Carson Group, he worked with senior leadership, private equity sponsors, and the board on financial strategy, capital allocation, and long-range planning.
Before that, Marquis founded and led Metronome Financial, where he deployed more than $165 million in capital while maintaining no credit losses.
Earlier in his career, Marquis held senior leadership roles at Javlin Capital and Intrado Corporation.
He holds an MBA with honors from the University of Chicago Booth School of Business and is a Chartered Financial Analyst charterholder.
Lido Advisors is a national independent SEC-registered investment adviser.
The firm serves entrepreneurs, executives, and multigenerational families with investment management, financial planning, tax, and estate planning services.
KEY QUOTES:
“Dan brings the kind of long-range financial thinking that will continue to propel Lido as we grow and deepen our platform. His financial leadership will further enhance the experience we provide to the families and entrepreneurs who trust us with their wealth.”
Jason Ozur, Co-CEO of Lido Advisors
“Lido has built something genuinely differentiated in the wealth management space, a platform that brings together investment management, financial planning, tax strategy, and trust and estate in a way that truly serves clients. I’m excited to join a leadership team with this level of ambition and to help provide the financial foundation that supports the next chapter of Lido’s growth.”
Dan Marquis, CFO of Lido Advisors
