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Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter

On Monday, Lido Advisors appointed Brian Haloossim as President and elevated founding partner Ken Stern to Co-Chief Executive Officer, strengthening the leadership team of the nationally recognized wealth management firm.
Rapid expansion over the past 18 months drove these appointments, with Lido growing from $24 billion to over $42.5 billion in regulatory assets under management across more than 40 offices and 250 employee-owners.
President Haloossim brings two decades of leadership experience from Bernstein Private Wealth Management, citing, "What drew me to Lido was a combination of the entrepreneurial spirit that has led to their enviable growth."
Formalizing a long-standing partnership, Stern joins Co-CEO Jason Ozur to lead firm vision, with Ozur stating, "We have the team to do what we set out to do."
Lido One, the firm's integrated platform, will unify specialists across tax, estate, and investment planning while deepening relationships with entrepreneurs and expanding private wealth capabilities.

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