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Greg Kushner

 
 

Gregory P. Kushner

Chairman & Founder
Lido Consulting, Inc. & Lido Advisors, Inc.

Gregory P. Kushner has provided financial consulting services for a variety of individual clients for over thirty years. Mr. Kushner is the Founder and President of Lido Consulting and Lido Advisors, two companies that serve the family office and high net- worth community.

In 1999, Mr. Kushner founded Lido Advisors, Inc., an independent Registered Investment Advisor (RIA), to provide conflict‐free investment advisory services focused on wealth management.  Acting as a “chief investment officer” for high net worth investors and ultra-high net worth families, Lido Advisors provides asset allocation, investment selection and ongoing performance monitoring. Lido Advisors works with all the client’s advisers to create one, comprehensive investment plan. The investment advisory firm is a natural extension of Lido Consulting, Inc., which Mr. Kushner founded in 1995, to provide consulting services for family offices. Services include helping to create and implement best practices within the family office structure and extend to all facets of running and maintaining a family office. The firm also provides resources on many topics important to the effective management of wealth, and Lido Consulting hosts over 20 invitation‐only events per year with topics including investment strategy, economic outlook, risk management, family office creation, charitable giving and asset allocation.

In addition to forming Lido Consulting, Mr. Kushner also founded the Southern California Family Office Directors Association in 1993. The Association is composed of Family Office Directors for many of Southern California’s wealthiest families. In 2001, Mr. Kushner also founded the Palo Alto, California Family Office Directors Association. The purpose of these organizations is to provide a venue for individuals involved with the management of substantial wealth to network with their peers and to share information about issues impacting high net worth families. 

Mr. Kushner also serves as the co-CEO of Kushdon Management, Inc. which is the holding company that oversees his family’s real estate holdings and volunteers his time as a Director and CFO of a private family foundation that makes substantial grants to various veterans causes throughout the United States.

Mr. Kushner began his career in 1977 with Peat, Marwick & Mitchell, CPA’s (now known as KPMG) where he performed tax preparation and planning for clients of the firm. Subsequently he joined Security Pacific Bank and help formed the Bank’s Personal Financial Planning Department.    Mr. Kushner later joined Price Waterhouse in 1985 and was a Senior Manager in the Personal Financial Planning Department for the Firm’s Southern California region until 1989.  Mr.  Kushner also served as Vice President with Chase Manhattan Bank in its Private Banking Department from 1989 to 1992 and as Chief Financial Officer and Family Office Director for a family owned Investment Company (family office) from 1992 to  1995.  He speaks regularly on the subject of management of substantial wealth.    He has also previously hosted a weekly live radio talk show on KABC 790 in Los Angeles about the investment climate and personal financial planning concerns.

Mr.  Kushner graduated with honors from  the  University  of  Southern  California  in  January  1978  where  he  received  a Bachelor of Science Degree in Business Administration and Accounting. He is a licensed Certified Public Accountant (inactive) and holds a Series 7 General Securities License and a Series 24 General Principal License from the Financial Industry Regulatory Authority (FINRA).

*Investment related services are provided by Lido Advisors, Inc (SEC Registered Investment Advisor)
Securities are offered through Investment Security Corporation, Member FINRA.