ALYSSA WEINBERGER
Chief People Officer, Senior Managing Director
Lido Advisors, LLC
Alyssa Weinberger joined Lido Advisors in 2004. She is the firm’s second longest tenured employee and was the firm’s first female partner. She previously ran Lido’s Operations and Marketing team, which led to her current role as senior managing director and chief people officer. In addition to her executive position at Lido Advisors, Weinberger serves as president of Lido Consulting, a related firm focused on the family office industry.
Weinberger works closely with family offices, high net-worth individuals, and entrepreneurs. She believes in consistent and frequent communication as the best way to serve clients. She strives to meet with clients no less than quarterly to hear about changes in their life that could affect their investment portfolio and financial plans. During these meetings, she addresses how Lido’s outlook on the investment markets might suggest changes in a client’s individual portfolio based on their own specific goals.
