Cqf Jeffrey Garden

Jeff Garden, CFA, CQF, serves as Chief Investment Officer at Lido Advisors, LLC in Los Angeles, where he leads investment research and analytics focused on equity, debt, and alternative assets. As Co-Chairman of the Firm’s Investment Committee, he is responsible for developing investment and risk management strategies, optimizing tactical and strategic asset allocations, and overseeing the creation and implementation of complex financial models to meet both client and firm needs.

His expertise spans equity and fixed income securities as well as alternative investments, with a strong emphasis on quantitative and qualitative methodologies for portfolio construction and risk management. Garden closely monitors global financial markets and macroeconomic drivers to inform his allocations across multiple asset classes and client portfolios.

Prior to joining Lido Advisors in 2014, Garden served as Lead Investment Consultant in International Private Banking at Union Bank of Israel, overseeing the branch’s largest book of private clients and managing analysis and allocation across international debt and equity securities. He earned degrees from San José State University, The Open University of Israel (MBA), and the University of Michigan (Master of Applied Data Science), and is recognized as a CFA charterholder, further underscoring his technical and analytical investment expertise.