Jeffrey Joseph Westheimer

Membre du Comité d'Investissement chez Lido Advisors LLC

Profil

Mr. Jeffrey J.
Westheimer is a Senior Managing Director at Lido Advisors LLC.
He joined Lido Advisors, LLC in January 2008 and is also a Principal, responsible for working with clients on investment and wealth planning.
As a member of the investment committee, he is primarily responsible for overseeing certain asset allocation models, along with developing fixed income and equity strategies with a goal of adding value to client portfolios.
He also assists in due diligence performed by Lido on certain private real estate offerings, by reviewing offering memoranda and deal structure and considering risks inherent in such investments.
He sits on the Executive Committee and helps to manage the firm.
Mr. Westheimer began his career working for the American Express Company in New York City for over nine years performing legal, business development and marketing functions in the merchant services group and the strategic relationship group.
As part of the divisional management team, he was critical in signing many of the largest merchants to accept the American Express card.
He left American Express and moved across the country to pursue his goal of being a financial advisor.
As a life-long investor, he grew up in San Antonio, Texas, where his investment interest was piqued with regard to real estate, stock, and bond investments.

Postes actifs de Jeffrey Joseph Westheimer

Sociétés	Poste	Début
Lido Advisors LLC	Membre du Comité d'Investissement	01/01/2008

Formation de Jeffrey Joseph Westheimer

The University of Texas at Austin	Undergraduate Degree
Georgetown University Law Center	Graduate Degree