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Thursday, May 19, 2022

40 In Their 40’s: Alyssa Weinberger

Alyssa Weinberger

Senior Managing Director

Lido Advisors, LLC

Financial Services

A third-generation CPA who began her career at Rothstein Kass & Co. (now KPMG), Alyssa Weinberger joined Lido Advisors, LLC in 2004 and became a CFP in 2005. Having been with Lido Advisors, LLC for over 15 years, she first ran the Operations and Marketing teams, soon becoming senior managing director, and breaking ground as the first female partner.

In addition to her executive position, Weinberger also serves as senior managing director of Lido Consulting, LLC and co-founder of Oakhurst Advisors, LLC. Through her passion for marketing and networking, she created the Annual Family Office Symposium in 2005, heads up an annual panel with Dr. Carolyn Friend at the Exit Planning Institute (EPI) and speaks at events such as IMN’s Annual Real Estate Family Office and Private Wealth Forum, the Marcus Evans Real Estate Spring Summit and more.

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