Paul J. Zimin

Vice President, Senior Wealth Advisor at Lido Advisors, LLC

Role: Vice President, Senior Wealth Advisor at Lido Advisors
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Vice President, Senior Wealth Advisor
Lido Advisors
Aug 2025 — Present · Charlotte, NC, US

Education

Northeastern University
BS in Business, Business Management and Entrepreneurship
1999 — 2004

Skills

Research
Residential Homes
Market Research
Real Estate Economics
Asset Management
Management
Training
Logistics
Asset Managment
Valuation
Portfolio Management
Competitive Analysis
Contract Negotiation
Selling
Business Development
Risk Management
Sales
Retail
Leadership
Negotiation
Market Analysis
Real Estate Transactions
Entrepreneurship
Cross-Functional Team Leadership
Property Management
Property
Sales Management
Project Management
Strategic Planning
Foreclosures
Due Diligence
Reo
Marketing
Investments
Strategy
Investors
Analysis
Investment Properties
Real Estate
Sellers

Contact information

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Work email
•••••@lidoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Lido Advisors

Financial Services · 491 employees · Los Angeles, California, United States

Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.

lidoadvisors.com

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Experience

Vice President, Senior Wealth Advisor

Education

Northeastern University

Skills

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