Sign in

You're signed outSign in or to get full access.

JN

Jacob Nassy

Senior Vice President - Alternative Investments at Lido Advisors, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Lido Advisors, LLCSenior Vice President - Alternative InvestmentsDec 2019 to Present
Lido Advisors, LLCAssociate - Alternative InvestmentsApr 2016 to Nov 2019
Cetera Financial GroupAssociateFeb 2014 to Apr 2016
Equinox Securities, Inc.Investment Banking AnalystMar 2013 to Jul 2013
Formost Ram Caterers/ AIPAC ConventionManagerApr 2009 to Apr 2011
Division 1 MarketingSales AssociateAug 2009 to Sep 2010

Education

Touro College

Business Administration, Management, Business Administration and Management

2008 2013

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

Similar Fund Managers

NameRoleFundLocation
Andrea Mitchell
Andrea Mitchell
Portfolio ManagerSignature Estate & Investment Advisors LLCLos Angeles, CA , United States
Azim Nakhooda
Azim Nakhooda
PartnerSignature Estate & Investment Advisors LLCCleveland, OH , United States
Alex Martinian
Alex Martinian
Investment AnalystEverett Harris & Co. /ca/Los Angeles, CA , United States
C
Chris Aprill
Portfolio Manager and Family Office LiaisonEverett Harris & Co. /ca/Charlotte, NC , United States
B
Bobby Futch
Sr Business AnalystCapital Group Private Client Services, Inc.Helotes, TX , United States
F Chapman Taylor
F Chapman Taylor
Senior Vice PresidentCapital Group Private Client Services, Inc.Baltimore, MD , United States
Aidan Hussain
Aidan Hussain
Research AssociateEvoke Wealth, LLCLos Angeles, CA , United States
Amanda Beltran
Amanda Beltran
AssociateEvoke Wealth, LLCLos Angeles, CA , United States