Jon Segrist

Associate, Accounting & Finance at Lido Advisors - Los Angeles, CA, US

Jon Segrist's Colleagues at Lido Advisors
Michael Burke

Executive Vice President, Advanced Wealth Planning

Contact Michael Burke

William Coughlan

Vice President, Tax Specialist

Contact William Coughlan

Shawn Moran

Vice President, Private Client Services

Contact Shawn Moran

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Jon Segrist's Contact Details
HQ
310-278-8232
Location
Company
Lido Advisors
Jon Segrist's Company Details
Lido Advisors logo, Lido Advisors contact details

Lido Advisors

Los Angeles, CA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Established in 1999, Lido is one of the fastest growing Registered Investment Advisors ("RIAs") in the U.S. with over $11 billion in assets under management ("AUM"). Lido has been recognized by a number of publications, including Forbes, Barron's and the Financial Times. Lido's unique, family office wealth management offering for high-net-worth and ultra-high-net-worth individuals, coupled with differentiated referral partnerships and a growth-oriented culture has yielded an impressive year-over-year CAGR. Headquartered in Los Angeles, California, we have offices throughout the United States and are continually seeking to strategically expand our reach into high-growth geographies. Through our strategic marketing initiatives and family office network, we have developed a replicable and successful growth process. Our unique investment capabilities are centered around risk metrics, opportunistic investing, and income. Asset classes may include stocks, bonds, private debt, real estate equity, hedge funds, and alternate asset classes. Our wealth management offerings include an in-house financial planning department as well as affiliated tax and legal professionals to assist with our client needs.

Client Centric Investment Managment & Family Office Consulting Alternative Investments Asset Allocation Family Office Development Legacy Planning Professional Wealth Services Risk Management Client Centric Investment Managment & Family Office Consulting Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Jon Segrist
Jon Segrist currently works for Lido Advisors, LLC.
Jon Segrist's role at Lido Advisors, LLC is Associate, Accounting & Finance.
Jon Segrist's email address is ***@lidoadvisors.com. To view Jon Segrist's full email address, please signup to ConnectPlex.
Jon Segrist works in the Investment Management industry.
Jon Segrist's colleagues at Lido Advisors are Rachel Bender, Jesse Dale, Emily Howard, Michael Burke, William Coughlan, Christopher Peterson, Shawn Moran and others.
Jon Segrist's phone number is 310-278-8232
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