Associated tags: Adviser, Lido, Professional Services, Finance, Banking, Asset Management, Financial adviser, Financial services
Locations: NORTH AMERICA, LIDO, STASIA, FLORIDA, UNITED STATES, CALIFORNIA, LOS ANGELES
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Lido Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals with $19.0 billion RAUM, proudly announces that Greg Kushner, Senior Managing Director and Chairman, Alexandra Browne, Senior Managing Director and Chief Development Officer, and Michael Karsa, Senior Managing Director and President, Midwest, have been honored as Forbes 2024 Best-In-State Wealth Advisors.
Key Points:
- Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals with $19.0 billion RAUM, proudly announces that Greg Kushner, Senior Managing Director and Chairman, Alexandra Browne, Senior Managing Director and Chief Development Officer, and Michael Karsa, Senior Managing Director and President, Midwest, have been honored as Forbes 2024 Best-In-State Wealth Advisors.
- Forbes’ sixth annual ranking of Best-In-State Wealth Advisors features 8,507 seasoned wealth managers, managing cumulative assets of over $13.5 trillion.
- “Greg, Alexandra, and Michael embody the core principles of Lido Advisors, providing tailored wealth management services to their clients,” said Jason Ozur, CEO of Lido Advisors.
- For more about Greg, Alexandra and Michael, their areas of expertise and passion for client services, please visit:
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Wednesday, January 17, 2024
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Publication Lido Advisors (“Lido”), a leading registered investment advisor serving high-net-worth clients, today announced that Constellation Wealth Capital (“CWC”), a firm specializing in making investments in industry-leading wealth management firms, has become a strategic partner and minority investor.
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- Lido Advisors (“Lido”), a leading registered investment advisor serving high-net-worth clients, today announced that Constellation Wealth Capital (“CWC”), a firm specializing in making investments in industry-leading wealth management firms, has become a strategic partner and minority investor.
- “We are extremely pleased to announce our partnership with Constellation Wealth Capital,” said Jason Ozur, Lido’s Chief Executive Officer.
- “This partnership will support Lido in its continuous efforts to become the preeminent wealth management firm.”
The investment signed and closed in January 2024.
- Ropes & Gray LLP served as legal counsel to Lido, and Gibson, Dunn & Crutcher, LLP served as legal counsel to Constellation Wealth Capital.
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Tuesday, December 12, 2023
LOS ANGELES, Dec. 12, 2023 /PRNewswire/ -- Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals, with $19 billion AUM, announced today a signed agreement to partner with Claybrook Capital, a Boston-based Registered Investment Advisor (RIA) that will further expand the firm's national reach. Founded in 2017, Claybrook Capital has cultivated deep roots in New England and beyond providing clients with comprehensive financial planning and personalized investment management catering to high-net-worth and ultra-high-net-worth individuals, families, and businesses.
Key Points:
- Founded in 2017, Claybrook Capital has cultivated deep roots in New England and beyond providing clients with comprehensive financial planning and personalized investment management catering to high-net-worth and ultra-high-net-worth individuals, families, and businesses.
- Adding to Lido Advisors strength through this strategic partnership will be Jerry Nigro, Founding Partner and Senior Wealth Advisor with Claybrook Capital.
- "We founded our firm with the goal of assisting our clients in every aspect of their financial journey, and aligning with Lido Advisors represents the next step in our evolution," said Jerry Nigro, Claybrook Capital Founder.
- "This partnership with Lido allows us to deepen our wealth management offering along with providing our clients access to Lido's Family Office investment solutions."
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Financial adviser Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Debra Achkire will join the team as General Counsel.
Key Points:
- Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Debra Achkire will join the team as General Counsel.
- Debra, with over 25 years of experience, joins Lido from First Republic Bank – now part of JPMorgan Chase – where she served as Vice President and Associate General Counsel for six years.
- “Debra will provide key leadership in reinforcing our commitment to a strong legal and compliance environment,” said Jason Lee, Chief Legal and Compliance Officer of Lido.
- “We are excited to welcome Debra to the Lido team,” said Jason Ozur, Chief Executive Officer of Lido.
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Tuesday, September 26, 2023
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Financial services Lido Advisors, LLC (“Lido”) is proud to announce that Evaggelia Hatzimanolis has joined its leading wealth management firm as a Senior Vice President, Senior Wealth Advisor serving South Florida.
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- Lido Advisors, LLC (“Lido”) is proud to announce that Evaggelia Hatzimanolis has joined its leading wealth management firm as a Senior Vice President, Senior Wealth Advisor serving South Florida.
- Evaggelia is an experienced wealth advisor and a CFP® who describes her investment ethos as “putting investors first to ensure they receive the care and attention they need, now and in the future, through customized investment strategies and thoughtful financial planning.”
Prior to joining Lido, Evaggelia was with Goldman Sachs for nearly four years after having spent five years with TIAA.
- Her experience with Fidelity and Morgan Stanley Smith Barney rounds out more than twenty years of helping clients manage and grow their wealth.
- “I chose Lido because I wanted a partner that is aligned with my investor-first focus,” she explained.
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Greenhouse Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Jordan Greenhouse will join the team as Chief Growth Officer.
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- Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Jordan Greenhouse will join the team as Chief Growth Officer.
- Greenhouse brings over 25 years of proven industry experience to the firm.
- During his seven-year tenure, the firm’s organic growth in assets grew from $8.6 billion to in excess of $65 billion.
- At Lido, Greenhouse will oversee strategic business development and comprehensive growth initiatives to extend the Lido brand.
Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that experienced advisors, Stasia Washington and Ramsey Andrijevich, have joined the firm.
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- Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that experienced advisors, Stasia Washington and Ramsey Andrijevich, have joined the firm.
- Stasia brings over 30 years of experience in financial services to the firm and a passion for positively impacting communities.
- Last year she received the Uplift Reward in recognition of her contributions to the Society and Youth of Greater Los Angeles.
- “I’ve joined Lido Advisors because of their client-first commitment to excellence, multi-disciplinary wealth management offerings, and growth-oriented culture,” said Washington.
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Investment Lido Advisors , LLC (“Lido”), a leading wealth management firm, announced today the addition of the experienced San Diego team of Pete Morimoto, Roy Elliott, Jon Jewitt, Sam Hoeck, and Heather O’Connor.
Key Points:
- Lido Advisors , LLC (“Lido”), a leading wealth management firm, announced today the addition of the experienced San Diego team of Pete Morimoto, Roy Elliott, Jon Jewitt, Sam Hoeck, and Heather O’Connor.
- The team comes to Lido from First Republic Bank, where they have worked together since 2019 providing wealth management strategy.
- He previously worked as a Senior Investment Strategist at Wells Fargo and taught at San Diego State University’s Financial Markets Laboratory.
- "The knowledge and insight they've gained working with families in the San Diego region is essential to the standard of service we offer.
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Creative industries NEW YORK, April 4, 2023 /PRNewswire/ -- IDB Bank ("IDB") and Lido Advisors, LLC ("Lido") today announced the official launch of their strategic partnership and joint venture, IDB Lido Wealth, LLC. The new entity is an SEC registered investment adviser1 that will leverage Lido's best-in-class wealth management capabilities to enhance IDB's full suite of private and commercial banking solutions to support the Bank's growing reach and scope within the regions it operates. IDB Bank and Lido Advisors will continue to remain independent companies.
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- NEW YORK, April 4, 2023 /PRNewswire/ -- IDB Bank ("IDB") and Lido Advisors, LLC ("Lido") today announced the official launch of their strategic partnership and joint venture, IDB Lido Wealth, LLC.
- The following advisory team of experts will also lead IDB Lido Wealth, which will primarily offer its services in the NY tri-state, California and Florida regions:
Jason Ozur CPA*, Chairman, IDB Lido Wealth & CEO, Lido Advisors
Ken Stern CFP, Senior Managing Director, IDB Lido Wealth & President, Lido Advisors
Robert Marton, CFPⓇ, CIMAⓇ; Senior Managing Director, IDB Lido Wealth, Florida & Tri-state Regional Manager
"Lido Advisors is excited to join forces with IDB Bank.
- "As IDB Bank and Lido Advisors' relationship progressed, it has cemented our initial reaction that this corporate teaming makes perfect sense," added Ken Stern CFP, Senior Managing Director, IDB Lido Wealth; and President, Lido Advisors.
- "With this partnership, IDB Lido Wealth can provide IDB clients with an integrated and seamless approach to investment and wealth advisory strategies that complements the banking solutions they currently enjoy."
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Financial adviser Lido Advisors , LLC (“Lido”), a leading wealth management firm, announced today that John McInerney has joined the firm as Director, Senior Wealth Manager.
Key Points:
- Lido Advisors , LLC (“Lido”), a leading wealth management firm, announced today that John McInerney has joined the firm as Director, Senior Wealth Manager.
- Mr. McInerney will provide strategic and financial advice to Lido clients leveraging years of comprehensive wealth management experience.
- Mr. McInerney holds a BBA in Finance from the Lubin School of Business at Pace University and is a CFP®.
- Their innovative offerings are precisely what I believe clients need to make informed decisions and work toward their goals," said Mr. McInerney.
