Jeffrey Joseph Westheimer
Investment Committee Member at Lido Advisors LLC
Profile
Mr. Jeffrey J.
Westheimer is a Senior Managing Director at Lido Advisors LLC.
He joined Lido Advisors, LLC in January 2008 and is also a Principal, responsible for working with clients on investment and wealth planning.
As a member of the investment committee, he is primarily responsible for overseeing certain asset allocation models, along with developing fixed income and equity strategies with a goal of adding value to client portfolios.
He also assists in due diligence performed by Lido on certain private real estate offerings, by reviewing offering memoranda and deal structure and considering risks inherent in such investments.
He sits on the Executive Committee and helps to manage the firm.
Mr. Westheimer began his career working for the American Express Company in New York City for over nine years performing legal, business development and marketing functions in the merchant services group and the strategic relationship group.
As part of the divisional management team, he was critical in signing many of the largest merchants to accept the American Express card.
He left American Express and moved across the country to pursue his goal of being a financial advisor.
As a life-long investor, he grew up in San Antonio, Texas, where his investment interest was piqued with regard to real estate, stock, and bond investments.
Jeffrey Joseph Westheimer active positions
Companies | Position | Start |
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Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Investment Committee Member | 01/01/2008 |
Training of Jeffrey Joseph Westheimer
The University of Texas at Austin | Undergraduate Degree |
Georgetown University Law Center | Graduate Degree |
Experiences
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Linked companies
Private companies | 1 |
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Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Finance |
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