Marquis arrives at a critical juncture for the firm, which has gained significant traction through its Lido One platform. The proprietary system consolidates investment management, tax strategy, and estate planning into a single service model designed for entrepreneurs and high-net-worth families. Co-CEO Jason Ozur noted that the addition of Marquis is intended to bolster the firm’s long-range financial planning as it scales its operations.
In section Releases
Lido Advisors Taps Dan Marquis as Chief Financial Officer
Lido Advisors has appointed Dan Marquis as its new Chief Financial Officer, tasking the finance veteran with steering the firm’s capital strategy and operational expansion. Marquis joins the Los Angeles-based wealth advisory as it manages over $42.5 billion in regulatory assets across more than 40 national offices.
Prior to this appointment, Marquis served as Managing Director of FP&A and Capital Markets at Carson Group, where he worked extensively with private equity sponsors and boards. His background also includes founding Metronome Financial, where he oversaw the deployment of $165 million in capital. A Chartered Financial Analyst and University of Chicago Booth School of Business MBA graduate, Marquis will now oversee Lido’s financial operations and lead interactions with the firm's board regarding capital allocation and strategic growth initiatives.
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