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Sunday, May 26, 2024

Leaders of Influence: Wealth Managers- Jason Ozur

Jason Ozur
Chief Executive Officer
Lido Advisors

Jason Ozur is the chief executive officer at Lido Advisors. In this role, he provides guidance and strategic vision for the firm as well as having key roles on many of the firm’s committees,  including its investment committee. Ozur’s efforts have resulted in continuous growth in assets and employees since he took a leadership role with the firm. His talent for scrutinizing investments such as real estate, hedge funds, and other alternative investment strategies in today’s volatile market, has made him an integral part of the Lido team and a valuable resource for his clients. Ozur takes on a mentorship role by helping the firm facilitate a company culture that is immersed in progression, excellence, and integrity.  He has overseen the firm’s M&A efforts which brought in more than $1 billion in assets just last year. 

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