Lido Advisors names Brian Haloossim president and elevates Ken Stern to co-CEO
Updated
Updated · InvestmentNews · May 5
Lido Advisors names Brian Haloossim president and elevates Ken Stern to co-CEO
4 articles · Updated · InvestmentNews · May 5
The Los Angeles-based RIA, managing more than $42.5 billion across 40-plus offices, said Haloossim joins from Bernstein Private Wealth Management after more than two decades there.
Haloossim will focus on organic growth, brand development and expanding private wealth capabilities, while Stern joins existing chief executive Jason Ozur as co-CEO and remains on the investment committee.
The leadership changes come as RIAs pursue expansion and dealmaking; OnePoint BFG named Sam Cari chief strategy officer, while Bogart Wealth hired Bryce Black to lead corporate development.
As technology and AI reshape client expectations, will these leadership changes be enough to deliver the hyper-personalized service today's investors demand?
Could the rush to appoint growth-focused executives and pursue M&A actually risk eroding firm culture or client trust in the long run?