Lido Names New President and Promotes Ken Stern to Co-CEO
Wealth management firm Lido Advisors has appointed Brian Haloossim as president and promoted Ken Stern to co-CEO alongside Jason Ozur. The changes come amid significant growth, with the company's assets under management increasing from $24 billion to over $42.5 billion in just 18 months.
Topics: executive appointments Lido Advisors OnePoint BFG Wealth Partners