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Jacob Nassy
Senior Vice President - Alternative Investments at Lido Advisors, LLC
About
Jacob Nassy is Senior Vice President of Alternative Investments at Lido Advisors, LLC in Los Angeles, CA, where he oversees the firm's alternative investment strategies and leads efforts in sourcing, evaluating, and managing private market opportunities for high-net-worth clients. His core responsibilities include portfolio construction and manager selection across a range of alternative asset classes, ensuring that Lido's clients benefit from diversified exposures outside traditional equities and bonds.
He specializes in alternative sectors such as private equity, private credit, hedge funds, and real assets, with a particular focus on structuring investments to optimize risk-adjusted returns for sophisticated investors. Jacob is recognized for his expertise in due diligence and his ability to identify emerging managers as well as seasoned institutional offerings to meet the firm's high standards.
Jacob's career spans nearly a decade at Lido Advisors, progressing from Associate to Senior Vice President in Alternative Investments since joining in 2016, after previous experience as an Associate at Cetera Financial Group. He holds a degree in Business Administration and Management from Touro College, underpinning his technical knowledge and leadership in the alternatives industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Senior Vice President - Alternative Investments | Dec 2019 to Present | — |
| Lido Advisors, LLC | Associate - Alternative Investments | Apr 2016 to Nov 2019 | — |
| Cetera Financial Group | Associate | Feb 2014 to Apr 2016 | — |
| Equinox Securities, Inc. | Investment Banking Analyst | Mar 2013 to Jul 2013 | — |
| Formost Ram Caterers/ AIPAC Convention | Manager | Apr 2009 to Apr 2011 | — |
| Division 1 Marketing | Sales Associate | Aug 2009 to Sep 2010 | — |
Education
Touro College
Business Administration, Management, Business Administration and Management
2008 — 2013
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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