President, Lido Consulting
Alyssa Weinberger joined the firm in 2003 and now spearheads Family Office Business Development for Lido Consulting Group, LLC. Alyssa is a third generation licensed Certified Public Accountant (CPA) who started out her career at Rothstein Kass & Co. (now KPMG) where she performed audits, prepared tax returns and provided back-office services for numerous hedge funds. Today, as a CERTIFIED FINANCIAL PLANNER™, Alyssa works closely with family offices, high net-worth individuals, and entrepreneurs. She has successfully consulted for affluent families on a wide range of investment and wealth planning areas including, best practices when establishing a family office. In 2005, Alyssa created the Annual Family Office Investment Symposium now in its 17th year which is a national conference that brings together family office attendees interested in networking with their peers and learning best practices in the family office arena. In 2011, Alyssa in conjunction with the Graduate School at Pepperdine University helped create the Certificate in Financial Management for the Family Office program. In 2020, she also created and produced “Lido Live,” a monthly educational webinar series that covered a wide range of topics geared toward the family office and high net worth investment community. Alyssa is also extremely philanthropic, both with financial support but with her time as well. She enjoys working with medical focused organizations as well as organizations that benefit the youth. She is currently on the Board of Directors of C5LA and is active with the City of Hope Board of Governors.