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About
Griffin Morgan is a Senior Associate in the Private Client Services group at Lido Advisors, LLC based in New York, NY, where he provides customized wealth management solutions for high-net-worth individuals and families. His main responsibilities include client relationship management, portfolio optimization, and supporting holistic financial planning in line with the firm's family office style.
Griffin focuses on diversified investment strategies for private clients, primarily covering public equities, fixed income, and alternative investments, with attention to tailored asset allocation and fiscal legacy planning. He is also associated with IDB Lido Wealth, reflecting a dual role in collaborative advisory services across traditional and alternative asset classes.
Prior to joining Lido Advisors in May 2024, Griffin served as Vice President of Membership at Masterworks.io, where he gained expertise in fractional art investments and alternative asset management. Although no formal education data is listed, Griffin has demonstrated strong client service capabilities and a commitment to innovative portfolio construction and wealth advisory across both conventional and emerging asset sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Senior Associate | May 2024 to Present | — |
| IDB Lido Wealth, LLC | Senior Associate | May 2024 to Present | — |
| Masterworks.io | Vice President, Membership | Jun 2022 to Dec 2023 | — |
| John Hancock | Consolidation Specialist | Jul 2021 to Jun 2022 | — |
| John Hancock | Consolidation Coordinator | Oct 2020 to Jul 2021 | — |
| VDC Research | Intern | Jun 2019 to Aug 2019 | — |
Others at Lido Advisors, LLC (22)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments and Analytics | Santa Monica, CA , United States | |
| Senior Vice President, Senior Portfolio Strategist | CA , United States | |
| Associate, Trading and Investments | Walnut, CA , United States | |
| EVP, Portfolio Manager | Boston, MA , United States | |
| Head Trader - SVP | New York, NY , United States | |
| Senior Vice President Reseach and Investments | Los Angeles, CA , United States | |
| Associate, Trading and Investments | Malibu, CA , United States | |
| Wealth Manager | Bellevue, WA , United States | |
| Senior Associate | San Diego, CA , United States | |
| Trader | Chicago, IL , United States |
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