Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced recently that John McInerney has joined the firm as Director, Senior Wealth Manager (SWM).
Industry sources added that Mr. McInerney offers strategic and financial advice to Lido clients leveraging years of comprehensive wealth management experience.
Before he joined Lido, he has Industrial expertise of 13 years at Morgan Stanley with senior-level professionals of public companies in the risk management, insurance, and healthcare industries, specializing in equity compensation and concentrated stock positions. Mr. McInerney holds a BBA in Finance from the Lubin School of Business at Pace University and is a CFP.
Jason Ozur, Lido’s Chief Executive Officer stated, “We are excited to welcome John to the firm. He brings deep experience and strong relationships across the industry that serve to enhance our commitment to our clients. It is as important as ever to have a strong, passionate, and skilled team to guide our clients’ wealth strategy, and we have no doubt that John will be an excellent addition to the Lido family.”
“Lido Advisors’ commitment to excellence is paramount. Their innovative offerings are precisely what I believe clients need to make informed decisions and work toward their goals,” said Mr. McInerney. “I’m looking forward to working with an exceptional group of colleagues as we work to bring best-in-class industry expertise to our clients.”
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