Stuart Katz Location
Los Angeles, CA, US
Stuart Katz Work
- 2023 - now Member, Hollywood Chapter @ YPO
- 2021 - now President, Private Wealth @ Lido Advisors, LLC
- 2011 - 2021 Managing Director and Financial Advisor @ Bernstein Private Wealth Management
Stuart Katz Education
- Northwestern University School of Law2000 - 2003
- Cornell University1995 - 1999
Stuart Katz Skills
- Finance
- Customer Service
- Microsoft Excel
- Program Management
- Investments
- Strategic Financial Planning
Stuart Katz Summary
Stuart Katz, based in Los Angeles, CA, US, is currently a President, Private Wealth at Lido Advisors, LLC. Stuart Katz brings experience from previous roles at YPO and Bernstein Private Wealth Management. Stuart Katz holds a 2000 - 2003 Northwestern University School of Law. With a robust skill set that includes Finance, Customer Service, Microsoft Excel, Program Management, Investments and more. Stuart Katz has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Lido Advisors, LLC Employees
-
Stuart Katz
President, Private Wealth at Lido Advisors, LLC
Los Angeles, CA, US35+ -
Masis Haroian
Director, Investment Operations at Lido Advisors, LLC
Los Angeles, CA, US21 -
Ken Stern
President at Lido Advisors, LLC
Los Angeles, CA, US1 -
22
-
Naseem Anzari
Chief Financial Officer at Lido Advisors, LLC
San Diego, CA, US2 -
Daniel Yi
Senior Vice President, Human Resources at Lido Advisors, LLC
Los Angeles, CA, US22 -
David Lundquist
Managing Director at Lido Advisors, LLC
San Diego, CA, US24 -
24
-
Erick Newton
Managing Director at Lido Advisors, LLC
Scottsdale, AZ, US23 -
Scott Poelman
Managing Director, Senior Wealth Advisor at Lido Advisors, LLC
Salt Lake City, UT, US25
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