Profile
Mr. Jeffrey H.
Garden, CFA MBA, is a Senior Managing Director & Chief Investment Officer at Lido Advisors LLC and a Portfolio Manager at Oakhurst Advisors LLC.
He joined the firm in 2014 as firms Senior Research Analyst, and his primary responsibilities include in-depth research and analytics regarding investment opportunities in equity, debt, and alternative assets.
He utilizes a multitude of quantitative and qualitative methodologies in order to manage risk and reward.
He is a member of the Firm’s Investment Committee, which focuses on developing investment and risk management strategies for client portfolios.
He monitors financial markets and the underlying macro-economic factors that drive them in order to optimize tactical and strategic asset allocations.
He creates, tests, and implements financial models required to meet investors and the Firm’s needs.
Prior to joining Lido, Mr. Garden had a similar role at Union Bank of Israel’s Flagship Diamond District International Private Banking branch as their Lead Investment Consultant.
He managed the largest book of clients, including 9 of the 10 largest private portfolios at the branch.
Jeff was responsible for the analysis of international debt and equity securities, portfolio construction, asset allocation, and risk management.
He received his bachelors from San Jose State University, holds an MBA from The Open University of Israel in Ra’anana, and is a CFA charter holder.
Jeff Garden active positions
Companies | Position | Start |
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Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Chief Investment Officer | 2019-02-28 |
Oakhurst Advisors LLC
Oakhurst Advisors LLC Investment ManagersFinance Oakhurst Advisors LLC (Oakhurst) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2014 and is majority-owned by Oakhurst Advisors Holdings LLC, which is owned by Lido Oakhurst Holdings LLC. Oakhurst provides investment management, advisory, asset management and administrative services to a mutual fund, real estate-related private funds, and other pooled investment vehicles. Their investors include high-net-worth individuals, family offices, wealth management firms, and institutions. | Portfolio Manager-Equities | - |
Training of Jeff Garden
San Jose State University | Undergraduate Degree |
The Open University of Israel | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Finance |
Oakhurst Advisors LLC
Oakhurst Advisors LLC Investment ManagersFinance Oakhurst Advisors LLC (Oakhurst) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2014 and is majority-owned by Oakhurst Advisors Holdings LLC, which is owned by Lido Oakhurst Holdings LLC. Oakhurst provides investment management, advisory, asset management and administrative services to a mutual fund, real estate-related private funds, and other pooled investment vehicles. Their investors include high-net-worth individuals, family offices, wealth management firms, and institutions. | Finance |
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