The latest moves, appointments and personnel changes in North American wealth management.

Lido Advisors
California-based Lido Advisors, a national wealth advisory firm with over $30 billion in regulatory assets under management (RAuM), has appointed Justin Barish as chief marketing and digital officer. He will be responsible for leading the firm’s marketing, digital strategy, and communications efforts, driving brand visibility, engagement, and growth across all platforms and audiences.

Barish, who has more than a decade of experience across financial service digital marketing, was previously at Cerity Partners, where he was head of digital marketing and principal in the firm’s New York office. There, he led firm-wide brand awareness and sales conversion strategies, managing long-term planning and tactical execution. Prior to that, at Dynasty Financial Partners, he served as senior vice president and head of digital marketing.

Barish holds a bachelor of science in business administration from Northeastern University, with concentrations in entrepreneurship and marketing.

Lido Advisors says it is redefining the modern advisory experience through a client-centric approach that integrates investment management with proactive tax and estate planning. â€śJustin is joining us at an exciting time in our evolution,” said Ken Stern, president of Lido Advisors. “Marketing and digital strategy have become more critical than ever. Justin’s proven ability to build powerful brands and drive meaningful engagement across cutting-edge platforms makes him an ideal partner to help amplify Lido’s voice, accelerate innovation, and broaden our impact.”