Brian Haloossim Appointed President of Lido Advisors; Ken Stern Elevated to Co-CEO
Lido Advisors, a wealth advisory firm with $42.5 billion in regulatory assets under management, has appointed Brian Haloossim as President and elevated Ken Stern to Co-CEO. Haloossim will focus on accelerating organic growth and expanding private wealth capabilities. The leadership changes are expected to support the firm's continued expansion and strengthen its position in the wealth management industry.
Topics: Company Expansion Leadership Change Wealth Management