2 Incline Wealth Jobs Hiring Near You

Lido President and Co‑CEO

Brian Haloossim has been named President of Lido Advisors and Ken Stern has been elevated to Co‑Chief Executive Officer alongside Jason Ozur.

Responsibilities:

• Focus on organic growth, build the firm’s brand, and strengthen infrastructure to support expansion.
• Remain engaged on the investment committee, shape the client experience strategy, and lead the firm’s overall direction.

OnePoint BFG Wealth Partners – Chief Strategy Officer

Sam Cari was hired from RIA Northrock Partners to serve as Chief Strategy Officer.

Responsibilities:

• Lead corporate strategy and oversee mergers and acquisitions.

Bogart Wealth – Director of Corporate Development

Bryce Black was hired to help institutionalize Bogart’s M&A strategy.

Responsibilities:

• Sourcing and evaluating potential partners.
• Supporting transaction execution.
• Working with leadership on integration.

Cliffwater – Head of Retirement Solutions

Sean Murray was hired to head retirement solutions and lead the expansion of Cliffwater’s retirement channel.

Responsibilities:

• Lead expansion of the firm’s retirement channel.

Citizens – Head of Family Office Solutions

Joe Roberts was hired to build and scale Citizens Wealth’s Family Office Solutions.

Responsibilities:

• Build and scale family office solutions for high‑net‑worth clients.

Citizens – Head of Platform Transformation

Adam Devlin was hired to create and execute a multi‑year project to scale platforms, streamline processes, and improve client and advisor experiences.

Responsibilities:

• Create and execute a multi‑year project to scale platforms.
• Streamline processes and improve client and advisor experiences.