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Griffin Morgan

Senior Associate at Lido Advisors, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Lido Advisors, LLCSenior AssociateMay 2024 to Present
IDB Lido Wealth, LLCSenior AssociateMay 2024 to Present
Masterworks.ioVice President, MembershipJun 2022 to Dec 2023
John HancockConsolidation SpecialistJul 2021 to Jun 2022
John HancockConsolidation CoordinatorOct 2020 to Jul 2021
VDC ResearchInternJun 2019 to Aug 2019

Others at Lido Advisors, LLC (22)

NameRoleLocation
Candice Richardson
Candice Richardson
Vice President, Investments and AnalyticsSanta Monica, CA , United States
Janice Osugi
Janice Osugi
Senior Vice President, Senior Portfolio StrategistCA , United States
Kevin Nguyen
Kevin Nguyen
Associate, Trading and InvestmentsWalnut, CA , United States
Michael Reis
Michael Reis
EVP, Portfolio ManagerBoston, MA , United States
Paul Ryan
Paul Ryan
Head Trader - SVPNew York, NY , United States
Sergio Duenas
Sergio Duenas
Senior Vice President Reseach and InvestmentsLos Angeles, CA , United States
Thomas Ryan
Thomas Ryan
Associate, Trading and InvestmentsMalibu, CA , United States
Anthony Clay
Anthony Clay
Wealth ManagerBellevue, WA , United States
Billy Nail
Billy Nail
Senior AssociateSan Diego, CA , United States
Chris DeSalvo
Chris DeSalvo
TraderChicago, IL , United States
Showing 1-10 of 22 team members

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