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Debra Achkire Joins Lido as General Counsel

Lido Gains Key Executive as Practice Continues National Expansion

LOS ANGELES--(BUSINESS WIRE)--Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Debra Achkire will join the team as General Counsel.

Debra, with over 25 years of experience, joins Lido from First Republic Bank – now part of JPMorgan Chase – where she served as Vice President and Associate General Counsel for six years. Throughout her tenure, Debra played a pivotal legal role in the rapid growth of First Republic’s Private Wealth Management business, focusing on critical transactional, regulatory, compliance, and litigation matters. She also served as a key advisor to JPMorgan on issues surrounding its acquisition of First Republic's Private Wealth Management platform and the integration of that business. Prior to her time at First Republic Bank, Debra was an Executive Director at Morgan Stanley, where she provided expertise in investment adviser and broker-dealer matters, including litigation and regulatory issues.

“Debra will provide key leadership in reinforcing our commitment to a strong legal and compliance environment,” said Jason Lee, Chief Legal and Compliance Officer of Lido.

“Lido is one of the industry's most dynamic and fastest-growing players, and I'm thrilled at the opportunity to work with this incredible team,” said Achkire. “As the wealth management landscape continually evolves, I look forward to leveraging my experience to help chart our continued growth as a firm."

“We are excited to welcome Debra to the Lido team,” said Jason Ozur, Chief Executive Officer of Lido. “Her extensive experience guiding advisors through diverse legal matters will be invaluable as we explore potential opportunities and partnerships to expand Lido’s national presence.”

About Lido Advisors

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $17 billion in assets under management and 32 offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients’ financial life partner. For more information, please visit www.lidoadvisors.com.

Contacts

Media Contact:
Hirsch Leatherwood for Lido Advisors
lido-advisors@hirschleatherwood.com

Lido Advisors, LLC


Release Summary
Lido Advisors, a leading wealth management firm, announced today that Debra Achkire will join the team as General Counsel.
Release Versions

Contacts

Media Contact:
Hirsch Leatherwood for Lido Advisors
lido-advisors@hirschleatherwood.com

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