wealth tax

Lido Advisors Announces Stuart Katz as Senior Managing Director


LOS ANGELES–(BUSINESS WIRE)–Lido Advisors, LLC, a Los Angeles-based, full-service, independent, Registered Investment Advisory firm (“RIA”) with $9.26 billion in Assets Under Management (AUM), announced today the hiring of veteran wealth management executive, Stuart Katz, as Senior Managing Director in the firm’s L.A. headquarters.

Katz focuses on working with entrepreneurs, uniquely successful artists, high net-worth families, and nonprofit organizations on socially responsible investing, investment planning, wealth transfer and charitable giving. Prior to joining Lido, Katz spent 10 years with Bernstein Private Wealth Management, most recently as Managing Director of the firm’s Private Client business in Los Angeles and Orange County.

“Stuart’s history of dedication to his clients’ needs aligns perfectly with Lido’s commitment to providing the highest level of service to our clients. I am excited to leverage his experience working with entrepreneurs, artists, non-profit organizations and select families to continue expanding the depth and quality of services that we are committed to offering,” said Jason Ozur, Chief Executive Officer of Lido Advisors.

He previously worked as an attorney at national and international law firms advising early- and later-stage companies on numerous issues. In addition, as an independent advisor, he worked to provide strategic guidance to, and raise capital for, early-stage companies in a variety of industries. Katz enjoys getting to know all aspects of his clients’ lives and becoming their go-to point of contact whenever an important issue arises. His professional goals include helping Lido Advisors to continue to grow rapidly and meet the evolving needs of its clients.

“I am very excited to be joining Lido Advisors,” said Katz. “The firm’s innovative, family office investment approach is perfect for me and the clients with whom I am fortunate to work. In an investment environment that will continue to be challenging, Lido has been ahead of the curve in offering creative ways to mitigate increasing risk in clients’ portfolios, while simultaneously exploiting idiosyncratic opportunities to drive outsized returns and generate income. I am eager to collaborate with Lido’s deep bench of skilled investors, tax and estate experts, and financial planners to deliver optimal outcomes for clients.”

“Stuart Katz is an excellent addition to Lido Advisors,” said Lido Advisors President Ken Stern, CFP®. “He is a thought leader, skilled veteran, and an advocate. This combination is a rarity, and we can’t wait to start collaborating together for the benefit of our clients.”

Katz received a Bachelor of Science degree from Cornell University and a JD from Northwestern University School of Law. Before attending law school, he was a legislative intern for Senator Edward M. Kennedy and played professional basketball for Hapoel Holon in the first division of the Israel Professional Basketball Association. He is a member of The State Bar of California, the Cornell Club of Los Angeles, and the Northwestern Alumni Association. Katz is a former Co-Chair of the Geller Leadership Project of the Jewish Federation of Greater Los Angeles and former board member of the Israel Policy Forum.

About Lido Advisors, LLC

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. It executes comprehensive investment and wealth solutions designed to grow, protect and maximize its clients’ legacies. Lido Advisors’ focus on elegant and effective client solutions underscores its commitment to excellence.​

With innovation and integrity, Lido Advisors will continue working to grow and expand into a nationally recognized leader providing investment and wealth strategies for select institutions and families. ​The firm aims to grow, protect and maximize clients’ legacies through the pursuit of far-reaching wealth and investment advice, with due consideration to tax and estate planning facets of the client’s life.

To learn more, visit www.lidoadvisors.com.


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