The Money Book: Gregory Kushner

The Money Book: Gregory Kushner

Lido Advisors

Chairman, Chief Executive

Years with firm: 20

Assets under management: Approximately $1.7 billion

Gregory Kushner founded Lido Advisors, a registered investment adviser, in 1999 to provide financial solutions, multigenerational planning, and to act as chief investment officer for ultrahigh-net-worth investors and family offices. In addition to managing the firm, his responsibilities include managing client relationships. He has previously hosted a weekly radio show about investing and personal finance on KABC-AM (790) in Los Angeles and speaks regularly on the subject of management of substantial wealth. Kushner also volunteers and serves as a director and chief financial officer of a private family foundation that provides substantial grants to veterans’ causes throughout the United States.

Industry specialization: Wealth management, financial advisory services.

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