Just a few months after a leadership shuffle that included welcoming a new president, Lido Advisors is bolstering its C-suite with a two-decade veteran of the industry.
The Los Angeles-based registered investment adviser managing more than $42.5 billion in regulatory assets has named Dan Marquis as its new chief financial officer.
Marquis is stepping into the CFO role to replace Naseem Anzari, who has left for a new opportunity.
He joins Lido after roughly two decades in financial leadership roles spanning capital markets, financial planning and analysis, and mergers and acquisitions.
According to a Tuesday announcement, Marquis will oversee the firm's financial operations and partner with senior leadership and the board on capital strategy as Lido continues expanding its Lido One platform, which combines investment management, tax planning and estate planning for entrepreneurs, executives and multigenerational families.
"Dan brings the kind of long-range financial thinking that will continue to propel Lido as we grow and deepen our platform," said Jason Ozur, co-chief executive officer of Lido Advisors.
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Marquis arrives from Omaha-based Carson Group where he served as managing director of FP&A and capital markets, working with private equity sponsors and the board on financial strategy and long-range planning.
Earlier in his career, he founded Metronome Financial, a firm that successfully deployed more than $165 million in capital without incurring credit losses, and held senior leadership posts at Javlin Capital and Intrado Corporation.
"Lido has built something genuinely differentiated in the wealth management space: a platform that brings together investment management, financial planning, tax strategy, and trust and estate in a way that truly serves clients," Marquis said.
The appointment comes as the firm navigates a period of rapid growth, with assets under management climbing from roughly $30 billion in mid-2025 to over $42.5 billion today, and operations now spanning more than 40 offices nationally.
Marquis's hiring follows a broader pattern of executive transformation at Lido. Last month, the firm brought on Brian Haloossim, formerly a senior national leader at Bernstein Private Wealth Management, as president. Along with that move, founding partner Ken Stern was elevated to co-chief executive officer alongside Ozur.
Last July, Lido appointed Justin Barish, previously head of digital marketing at Cerity Partners, as chief marketing and digital officer to oversee brand strategy across the firm's growing footprint.
The month after, it welcomed Elena Ro, a 22-year veteran of the Securities and Exchange Commission, as chief compliance officer and special counsel.
In May last year, the LA-based firm struck a strategic deal with HPS Investment Partners, the BlackRock-backed private credit firm, expanding its capitalization stack beyond existing partner Charlesbank Capital Partners and scores of employee-owners at Lido.
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