<p><em>行业资深人士将加速有机增长并深化私人财富能力；创始合伙人 Ken Stern 晋升为联合首席执行官</em></p>
<p>, /PRNewswire/ -- Lido Advisors 是一家全国知名的财富顾问公司，管理的监管资产超过 425 亿美元，今天宣布任命 Brian Haloossim 为总裁，并提升创始合伙人 Ken Stern 为联合首席执行官，进一步加强这一美国增长最快的独立财富管理公司的领导团队。</p>
<p>Haloossim 将专注于加速 Lido 的有机增长和品牌建设，同时加强支持下一阶段扩展所需的基础设施。核心在于深化 Lido 与企业主和企业家的关系，扩展私人财富能力，并将 Lido 定位为那些期望超越传统财富管理的客户的首选公司。</p>
<p>“吸引我来到 Lido 的是他们令人羡慕的增长所带来的企业家精神、真正为复杂性而构建的平台，以及在一切事务中将客户放在首位的文化，” Lido Advisors 总裁 Brian Haloossim 说道。</p>
<p>Haloossim 拥有超过二十年的领导经验，深厚的复杂客户咨询背景和企业主专业知识。在他在 Bernstein 私人财富管理公司的杰出职业生涯中，他担任过高级国家领导人、顾问和导师，帮助塑造公司的私人客户业务的增长和发展。</p>
<p>“Brian 正是体现 Lido 价值观和动力的领导者，他建立了企业，提升了服务，并通过非凡的复杂性赢得了客户的信任，” Lido Advisors 联合首席执行官 Jason Ozur 说道。“有 Brian 担任总裁，Ken 与我共同担任联合首席执行官，我们有能力实现我们的目标。”</p>
<p>Stern 与 Ozur 共同担任联合首席执行官，正式确立了长期以来定义公司方向的合作关系。作为创始合伙人，Stern 在塑造 Lido 的国家形象方面发挥了重要作用。作为联合首席执行官，Ozur 和 Stern 将继续积极参与投资委员会，塑造客户体验战略，并领导公司愿景，继续以创新的方式将投资管理、财务规划、税务策略、遗产规划和替代投资结合在一起。</p>
<p>“我们在 Lido 所建立的东西让我感到无比自豪，而我们才刚刚开始，” Lido Advisors 联合首席执行官 Ken Stern 说道。“引入 Brian 担任总裁是为了确保我们拥有合适的领导层，以兑现我们对客户和员工的承诺。”</p>
<p>在过去的 18 个月中，Lido 的监管资产从 240 亿美元增长到超过 425 亿美元，覆盖全国 40 多个办公室和 250 名员工股东。公司的增长核心在于其对创新的承诺，包括前瞻性地使用技术来提升客户成果、其高度差异化的私人投资平台，以及将规划作为整体客户体验核心组成部分的重视。</p>
<p><strong><em>关于 Lido Advisors</em></strong></p>
<p><em>Lido Advisors 是一家独立的、注册于 SEC 的投资顾问公司，总部位于洛杉矶，在全国拥有 40 多个办公室。我们代表企业家、高管和多代家庭管理超过 425 亿美元的监管资产，这些客户的需求随着财富的增长而变得更加复杂。</em></p>
<p><em>作为受托人，我们帮助客户在复杂的相互关联的决策中提供公正、协调的建议。我们的综合平台 Lido One 汇集了财富管理各个领域的专家，包括投资、税务规划和信托与遗产规划，确保我们所做的每一项建议都根植于诚信，并与您的整体财务状况相协调。</em></p>
<p><em>欲了解更多信息，请访问</em> <em>www.lidoadvisors.com</em></p>
<p>媒体联系人：</p>
<p>JConnelly for Lido Advisors</p>
<p>[email protected]</p>
<p>来源 Lido Advisors</p>
<p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTA0Jk5ld3NJdGVtSWQ9Tlk1MDc0NiZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MDQxNjQ3UFJfTkVXU19VU1BSX19fX19OWTUwNzQ2?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTA0Jk5ld3NJdGVtSWQ9Tlk1MDc0NiZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MDQxNjQ3UFJfTkVXU19VU1BSX19fX19OWTUwNzQ2"/></p>

<p>Lido Advisors 任命 Brian Haloossim 为总裁，并提升 Ken Stern 为联合首席执行官。Haloossim 将专注于加速有机增长和增强私人财富能力，而 Stern 将继续与联合首席执行官 Jason Ozur 一起塑造公司的方向。Lido 在过去 18 个月中实现了显著增长，监管管理资产从 240 亿美元增加到超过 425 亿美元，这得益于创新和对以客户为中心服务的承诺</p>

<p><em>Industry Veteran Will Accelerate Organic Growth and Deepen Private Wealth Capabilities; Founding Partner Ken Stern Elevated to Co-CEO</em></p>
<div class="lb-trans"><p><em>行业资深人士将加速有机增长并深化私人财富能力；创始合伙人 Ken Stern 晋升为联合首席执行官</em></p>
</div><p>, /PRNewswire/ -- Lido Advisors, a nationally recognized wealth advisory firm with over $42.5 billion in regulatory assets under management (RAUM), announces today the appointment of Brian Haloossim as President and the elevation of founding partner Ken Stern to Co-Chief Executive Officer, strengthening the leadership team of one of the nation's fastest-growing, independent wealth management firms.</p>
<div class="lb-trans"><p>, /PRNewswire/ -- Lido Advisors 是一家全国知名的财富顾问公司，管理的监管资产超过 425 亿美元，今天宣布任命 Brian Haloossim 为总裁，并提升创始合伙人 Ken Stern 为联合首席执行官，进一步加强这一美国增长最快的独立财富管理公司的领导团队。</p>
</div><p>Haloossim will focus on accelerating Lido's organic growth and building the firm's brand, while strengthening the infrastructure needed to support the next phase of expansion. Central to this will be deepening Lido's relationships with business owners and entrepreneurs, expanding Private Wealth capabilities, and positioning Lido as the definitive firm for clients who expect more than traditional wealth management.</p>
<div class="lb-trans"><p>Haloossim 将专注于加速 Lido 的有机增长和品牌建设，同时加强支持下一阶段扩展所需的基础设施。核心在于深化 Lido 与企业主和企业家的关系，扩展私人财富能力，并将 Lido 定位为那些期望超越传统财富管理的客户的首选公司。</p>
</div><p>&#34;What drew me to Lido was a combination of the entrepreneurial spirit that has led to their enviable growth, a platform that is genuinely built for complexity and a culture that puts the clients first in everything it does,&#34; said Brian Haloossim, President of Lido Advisors.</p>
<div class="lb-trans"><p>“吸引我来到 Lido 的是他们令人羡慕的增长所带来的企业家精神、真正为复杂性而构建的平台，以及在一切事务中将客户放在首位的文化，” Lido Advisors 总裁 Brian Haloossim 说道。</p>
</div><p>Haloossim brings more than two decades of leadership experience, with deep roots in advising complex clients and expertise with business owners. During his distinguished career at Bernstein Private Wealth Management, he served as a senior national leader, advisor, and mentor, helping shape the growth and evolution of the firm's private client business.</p>
<div class="lb-trans"><p>Haloossim 拥有超过二十年的领导经验，深厚的复杂客户咨询背景和企业主专业知识。在他在 Bernstein 私人财富管理公司的杰出职业生涯中，他担任过高级国家领导人、顾问和导师，帮助塑造公司的私人客户业务的增长和发展。</p>
</div><p>&#34;Brian is exactly the kind of leader that exemplifies the values and drive of Lido, someone who has built businesses, elevated offerings and spent decades earning the trust of clients through extraordinary complexity,&#34; said Jason Ozur, Co-CEO of Lido Advisors. &#34;With Brian as President and Ken joining me as Co-CEO, we have the team to do what we set out to do.&#34;</p>
<div class="lb-trans"><p>“Brian 正是体现 Lido 价值观和动力的领导者，他建立了企业，提升了服务，并通过非凡的复杂性赢得了客户的信任，” Lido Advisors 联合首席执行官 Jason Ozur 说道。“有 Brian 担任总裁，Ken 与我共同担任联合首席执行官，我们有能力实现我们的目标。”</p>
</div><p>Stern joins Ozur as Co-CEO, formalizing a partnership that has long defined the firm's direction. As a founding partner, Stern has been instrumental in shaping Lido's national identity. As Co-CEOs, Ozur and Stern will remain actively engaged on the investment committee, shaping client experience strategy, and leading firm vision, continuing to bring together investment management, financial planning, tax strategy, estate planning, and access to alternatives in innovative ways.</p>
<div class="lb-trans"><p>Stern 与 Ozur 共同担任联合首席执行官，正式确立了长期以来定义公司方向的合作关系。作为创始合伙人，Stern 在塑造 Lido 的国家形象方面发挥了重要作用。作为联合首席执行官，Ozur 和 Stern 将继续积极参与投资委员会，塑造客户体验战略，并领导公司愿景，继续以创新的方式将投资管理、财务规划、税务策略、遗产规划和替代投资结合在一起。</p>
</div><p>&#34;What we've built at Lido is something I'm incredibly proud of, and we're just getting started,&#34; said Ken Stern, Co-CEO of Lido Advisors. &#34;Bringing Brian in as President is about making sure we have the right leadership to deliver on the promise we've made to our clients and our people.&#34;</p>
<div class="lb-trans"><p>“我们在 Lido 所建立的东西让我感到无比自豪，而我们才刚刚开始，” Lido Advisors 联合首席执行官 Ken Stern 说道。“引入 Brian 担任总裁是为了确保我们拥有合适的领导层，以兑现我们对客户和员工的承诺。”</p>
</div><p>Over the past 18 months alone, Lido has grown from $24 billion to over $42.5 billion RAUM across more than 40 offices and 250 employee-owners nationwide. Central to the firm's growth is its commitment to innovation, including its forward-looking use of technology to enhance client outcomes, its highly differentiated private investment platform, and its emphasis on planning as a core component of a holistic client experience.</p>
<div class="lb-trans"><p>在过去的 18 个月中，Lido 的监管资产从 240 亿美元增长到超过 425 亿美元，覆盖全国 40 多个办公室和 250 名员工股东。公司的增长核心在于其对创新的承诺，包括前瞻性地使用技术来提升客户成果、其高度差异化的私人投资平台，以及将规划作为整体客户体验核心组成部分的重视。</p>
</div><p><strong><em>About Lido Advisors</em></strong></p>
<div class="lb-trans"><p><strong><em>关于 Lido Advisors</em></strong></p>
</div><p><em>Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles, with more than 40 offices nationwide. We manage more than $42.5 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth.</em></p>
<div class="lb-trans"><p><em>Lido Advisors 是一家独立的、注册于 SEC 的投资顾问公司，总部位于洛杉矶，在全国拥有 40 多个办公室。我们代表企业家、高管和多代家庭管理超过 425 亿美元的监管资产，这些客户的需求随着财富的增长而变得更加复杂。</em></p>
</div><p><em>As fiduciaries, we help our clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our integrated platform, Lido One, brings together specialists across every discipline of wealth management, including investing, tax planning, and trust and estate planning, ensuring that every recommendation we make is rooted in integrity and attuned to your full financial picture.</em></p>
<div class="lb-trans"><p><em>作为受托人，我们帮助客户在复杂的相互关联的决策中提供公正、协调的建议。我们的综合平台 Lido One 汇集了财富管理各个领域的专家，包括投资、税务规划和信托与遗产规划，确保我们所做的每一项建议都根植于诚信，并与您的整体财务状况相协调。</em></p>
</div><p><em>For more information, please visit</em> <em>www.lidoadvisors.com</em></p>
<div class="lb-trans"><p><em>欲了解更多信息，请访问</em> <em>www.lidoadvisors.com</em></p>
</div><p>Media Contact:</p>
<div class="lb-trans"><p>媒体联系人：</p>
</div><p>JConnelly for Lido Advisors</p>
<div class="lb-trans"><p>JConnelly for Lido Advisors</p>
</div><p>[email protected]</p>
<div class="lb-trans"><p>[email protected]</p>
</div><p>SOURCE Lido Advisors</p>
<div class="lb-trans"><p>来源 Lido Advisors</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTA0Jk5ld3NJdGVtSWQ9Tlk1MDc0NiZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MDQxNjQ3UFJfTkVXU19VU1BSX19fX19OWTUwNzQ2" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=NY50746&amp;Transmission_Id=202605041647PR_NEWS_USPR_____NY50746&amp;DateId=20260504"/></p>

16:47 ET Brian Haloossim 加入 Lido Advisors 担任总裁，推动公司进入下一阶段