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Greg Kushner Having
devoted more than twenty years in the industry,
Greg Kushner is the driving force behind Lido’s
commitment to providing strategic personal and
financial consulting services to high net-worth
individuals and family investment offices. Prior
to founding Lido Consulting in 1995, he held various
positions at a "Big Four" accounting
firm and served as Chief Financial Officer of
a private family investment office.
Greg
is a licensed Certified Public Accountant and
holds a Series 7, General Securities License and
a Series 24, Securities Principal from the National
Association of Securities Dealers (NASD). He graduated
with honors from the University of Southern California
in 1978. |
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In her position serving as
Director of Marketing for Lido Consulting Inc. ,Alyssa
Weinberger incorporates her years of client
service and sound financial background as a licensed
Certified Public Accountant to perform analysis
of investment management firms. In addition, she
works closely with clients to maintain an understanding
of their portfolio risk profile and income requirements.
Alyssa coordinates tax information and planning
with various CPAs and attorneys representing Lido
Advisors’ clients. She also coordinates the
communications functions for Lido Consulting, Inc.
including managing the local monthly meetings of
the California Family Office Directors’ luncheons
and the national Family Office Wealth Conference
held each year. She earned her degree in accounting
from the University of Arizona. |
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As Vice
President, Jeffrey Westheimer
joined Lido Consulting
Inc., in 2007, responsible
for business development and client servicing.
He serves as an investment advisor representative,
focusing on wealth preservation, spending and
income strategies for Lido clients. Jeffrey brings
years of strategic business development and analysis
experience to Lido after spending nine years with
American Express Company managing many of their
largest strategic relationships with Fortune 500
companies. Jeffrey holds a series 7 & 66 securities
licenses and also an accredited wealth management
advisor (SM). He graduated from the University
of Texas at Austin and the SMU School of Law,
and is admitted to the New York State bar.
Jeffrey is also an Accredited Wealth Management
Advisor (SM)
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As Managing Director of
Lido Consulting Inc., Jeff Eisfelder
serves as a strategic advisor to clients, providing
them with effective asset allocation models and
tactical financial planning. With a strong background
in the financial services industry, he currently
serves as the company’s chief investment
analyst, focusing on both the qualitative and
quantitative research of mutual funds, as well
as separately managed accounts.
Jeff is licensed as a Certified
Financial Planner (CFP) with the CFP Board of
Standards in Denver, Colorado, has successfully
earned the designation of Chartered Mutual Fund
Counselor and has earned the Series 6, 7 &
66 licenses from the National Association of Security
Dealers. He is a graduate of the University of
Arizona. |
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Serving as the Director
of Operations and Compliance for Lido Consulting
Inc., Kim Holmes manages the company's
day-to-day activity, creating and maintaining office
procedures to keep the Firm well organized and running
seamlessly. Kim is responsible for executing all
customer account activity, ensuring that every transaction
is well documented and customer information is readily
available. An integral component of Lido Consultings'
management team, she handles all compliance and
regulatory issues, oversees the company's finances
and client billing and supervises all matters related
to the efficient technical operation of the company.
She is a graduate of UCLA. |
*Investment Advisory services are provided by an
affiliate, Lido Advisors, Inc., a Registered Investment
Advisor www.lidoadvisors.com.
Disclaimer:
Please note that Lido Consulting, Inc. performs
NO investment advisory or securities related business.
Please refer to our affiliate, Lido Advisors, Inc.,
A Registered Investment Advisor for all investment
related activities and appropriate disclosures. |
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