Years in Practice: 40
Years with Current Firm: 19
Assets Under Management in 2017: $2.7 billion
Gregory Kushner founded Lido Advisors, LLC in 1999 a Registered Investment Adviser, to provide objective and personal financial solutions, multi-generational planning, and to act as the “Chief Investment Officer” for ultra-high net-worth investors and family offices. In addition to leading the firm, Kushner oversees client relationships, including all aspects of managing their wealth.
He has overseen the firm’s continuing substantial growth of approximately $1 billion in the past 12 months. Kushner has been named a Five Star Wealth Manager Award recipient for eight consecutive years. The award is based on an in-depth research process that incorporates peer and firm feedback, as well as objective criteria such as client retention rates, client assets administered, industry experience, and an exemplary regulatory history. He also volunteers and serves as a Director and Chief Financial Officer of a private family foundation called the Tech Sgt. Jack Kushner Ret’d Foundation, which provides substantial grants to veterans’ causes throughout the United States.
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