Lido Advisors Continues New York Expansion with Marc Ordona, CFA, CMT, as VP Private Client Services
Lido Advisors, LLC, (www.lidoadvisors.com) a full-service, independent, registered investment advisory firm, announced that Marc Ordona, CFA, CMT, has joined as Vice President of Private Client Services.
Ordona joins Lido Advisors from Morgan Stanley's global headquarters in New York City, where he was a Private Wealth Advisor working with ultra-high-net worth investors, family offices, corporations and institutions. Ordona brings his extensive experience within the financial services industry to Lido Advisors as it expands its private client services within the New York region.
Beginning his career as an equity analyst with the largest asset manager in the state of Michigan, Ordona subsequently relocated to New York and assumed roles with firms including Donaldson, Lufkin & Jenrette (DLJ), Credit Suisse and UBS to provide investment banking and capital markets solutions to institutional and corporate clientele. In 2009, Ordona moved to Shanghai, China, managing a portfolio of global assets within the family office space, before ultimately returning to New York City to expand his reach in investment management and private client advisory.
In additon to his work on portfolio design and implementation, risk management and intergenerational wealth preservation, Ordona also brings with him experience in sustainable and socially responsible investing-complementing Lido Advisors widening expertise in this area. In 2018, Ordona was invited to speak at a United Nations-held event on the topic of corporate social responsibility, UN Sustainable Development Goals (SDGs) and the growing implications for global investment.
"With its origins in the family office space to, now, a national investment management and wealth planning firm, Lido Advisors represents a truly unique offering for clientele that I couldn't be more enthused to be part of," says Ordona.
"Marc is an exceptional wealth advisor both for his depth of knowledge and advocacy of the client. Lido is pleased to continue our New York expansion with Marc Ordona," says Ken Stern, Senior Managing Director at Lido Advisors, LLC.
Ordona holds the Chartered Financial Analyst® (CFA) designation from the CFA Institute and Chartered Market Technician® (CMT) designation from the CMT Association.
About Lido Advisors, LLC:
Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with offices throughout the United States. It executes comprehensive investment and wealth strategies designed to grow, protect, and maximize its clients' legacies. Lido Advisors' focus on an elegant and effective client experience exemplifies its commitment to excellence.
With innovation and integrity, Lido Advisors will continue to work to grow and expand into the nationally recognized leader providing investment and wealth strategies for select institutions and families. The firm aims to grow, protect and maximize clients' legacies through the pursuit of far-reaching wealth, investment, tax, and estate planning and management.