Lido Advisors, a nationally recognized wealth advisory firm with more than $42.5 billion in regulatory assets under management (RAUM), has announced the appointment of Brian Haloossim as president and the elevation of founding partner Ken Stern to co-CEO.
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.
Haloossim brings more than two decades of leadership experience, with deep roots in advising complex clients and expertise with business owners. During his career at Bernstein Private Wealth Management, he served as a senior national leader, advisor, and mentor, helping shape the growth and evolution o
