Founder, Lido Advisors, Inc
Kushner founded Lido Advisors, Inc. in 1999, after 25 years of providing personal and financial consulting services to high net worth individuals and family investment offices. In addition, in 1995 Kushner also founded Lido Consulting, Inc. to provide resources and consulting services for family offices and founded the Southern California Family Office Directors Association. This organization facilitates the sharing of best practices in the management of substantial wealth among many of the areas wealthiest families.
Kushner has expertise in areas of financial planning, money management and income tax and estate planning. He is a licensed certified public accountant (inactive) and holds the Series 7 General Securities License & Series 24 Securities Principal. Prior to founding Lido, Kushner held various positions including at a "Big Four" accounting firm where he helped create the firm's first personal financial planning group, and served as chief financial officer of a private family investment office in Beverly Hills, California. Kushner graduated with honors with a bachelor of science degree in business administration from the University of Southern California in 1978.