DFX Intelligence
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Family Offices
New York, NY
Formed in 2021, IDB Lido Wealth brings the largest Israeli bank in the U.S. and one of the fastest growing wealth managers into a partnership passionately committed to helping our clients grow, protect, and maximize their wealth.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Avner Mendelson | Director and Manager | leadership | principal | n/a | yes | fact |
| Tina Louise Mitchell | Chief Compliance Officer | operations | senior | n/a | yes | fact |
| Jason Jay Ozur | Board Chairman and Manager | Real estate | principal | n/a | yes | fact |
| David Park | Director and Manager | leadership | principal | n/a | yes | fact |
| Sagy Aseraf | Director and Manager | leadership | principal | n/a | yes | fact |
| Kenneth Aaron Stern | Director and Manager | leadership | principal | n/a | yes | fact |
| Jason Pang Fe Lee | Director and Manager | leadership | principal | n/a | yes | fact |
| Iynkaran Kanapathipillai | Chief Executive Officer | leadership | principal | n/a | yes | fact |
| Griffin Morgan | Senior Associate, Private Client Services, Lido Advisors | other | unknown | n/a | yes | fact |
| Nadav Schwartz | Director, Senior Wealth Manager | leadership | senior | n/a | yes | fact |
| Karan Kanapathipillai | CEO, IDB Lido Wealth | leadership | senior | n/a | yes | fact |
| Drew Graves | Senior Vice President, Senior Wealth Manager | leadership | senior | n/a | yes | fact |
| David Haddad | Wealth Manager, Lido Advisors | leadership | senior | n/a | yes | fact |
| Robert Marton | Senior Managing Director, Florida & Tri-state Regional Manager | leadership | senior | n/a | yes | fact |
| Ken Stern | Senior Managing Director President, Lido Advisors | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Griffin Morgan (Senior Associate, Private Client Services, Lido Advisors), David Haddad (Wealth Manager, Lido Advisors), Drew Graves (Senior Vice President, Senior Wealth Manager), Nadav Schwartz (Director, Senior Wealth Manager), Robert Marton (Senior Managing Director, Florida & Tri-state Regional Manager), Ken Stern (Senior Managing Director President, Lido Advisors), Karan Kanapathipillai (CEO, IDB Lido Wealth), David Park (Director and Manager), Tina Louise Mitchell (Chief Compliance Officer), Avner Mendelson (Director and Manager), Sagy Aseraf (Director and Manager), Iynkaran Kanapathipillai (Chief Executive Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan