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
Retrieved on:
Tuesday, January 10, 2023
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Mountain West Conference Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today a signed agreement to partner with Colorado Financial Management (CFM), deepening Lido’s family office offering and Mountain West presence with a highly strategic partner.
Key Points:
- Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today a signed agreement to partner with Colorado Financial Management (CFM), deepening Lido’s family office offering and Mountain West presence with a highly strategic partner.
- CFM is a Colorado-based independent registered investment advisor (RIA) offering comprehensive financial planning and personalized investment management.
- Ken Stern, President of Lido Advisors, added, “We couldn’t have found a better partner to help Lido deepen its presence in the Mountain West.
- Like CFM, Lido has a client-centric approach that considers estate, tax, and investment management with care and transparency for every client,” said Brad Bickham, Managing Partner of CFM.
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Financial services Lido Advisors LLC (Lido), a leading wealth management firm for high net worth individuals, announced today that it has closed the previously announced acquisition of Enterprise Trust & Investment Company (ETIC).
Key Points:
- Lido Advisors LLC (Lido), a leading wealth management firm for high net worth individuals, announced today that it has closed the previously announced acquisition of Enterprise Trust & Investment Company (ETIC).
- ETIC is a leading California-based trust company providing private trustee services and investment management to high net worth individuals and families, local foundations, and endowments.
- Leveraging the expertise of a veteran trust team strongly positions Lido in its efforts to maximize and protect our clients wealth.
- Enterprise Trust & Investment Company is a California-chartered trust company headquartered in Los Gatos, California, with approximately $800 million in assets under management.
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Financial services Lido Advisors LLC (Lido), a leading wealth management firm for high net worth individuals, announced today the continued growth of the firm with the hiring of Long Tran, CFP, as Senior Vice President, Senior Wealth Manager.
Key Points:
- Lido Advisors LLC (Lido), a leading wealth management firm for high net worth individuals, announced today the continued growth of the firm with the hiring of Long Tran, CFP, as Senior Vice President, Senior Wealth Manager.
- Long will have the full support of an advanced team at Lido to guide, manage and plan his clients wealth and legacy.
- Long brings years of valuable wealth management experience to Lido, stated Lido President Ken Stern.
- Prior to joining Lido, Long worked as an advisor at Mission Wealth and Wells Fargo Advisors.
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Financial adviser Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today the hiring of Anthony Cortina as Vice President, Senior Wealth Manager.
Key Points:
- Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today the hiring of Anthony Cortina as Vice President, Senior Wealth Manager.
- This continues Lidos targeted expansion in the Northeast, specifically Washington, D.C., and further solidifies Lidos commitment as the preeminent wealth advisory firm for select clients and institutions.
- Embracing Lidos internal and active investment strategies, Cortina will have the full support and advanced team at Lido to guide, manage and plan his clients wealth and legacy.
- This commitment extends to Lidos deep bench and resources including tax, estate and advanced wealth planning.
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Mountain West Conference Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today the hiring of wealth management industry veteran Walker Williams as Managing Director of the Mountain West region.
Key Points:
- Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today the hiring of wealth management industry veteran Walker Williams as Managing Director of the Mountain West region.
- Working with the Lido team, Williams will be executing strategies to develop and expand the firms presence with high-net-worth individuals and families in this important region.
- I am excited to partner with and launch Lido in the Mountain West, said Williams.
- Walker is the perfect fit for Lido, particularly given his experience developing market segments within the wealth management industry, said Lido President Ken Stern.
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Finance Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today the key strategic acquisition of Enterprise Trust & Investment Company (ETIC).
Key Points:
- Lido Advisors, LLC (Lido), a leading wealth management firm for high-net-worth individuals, announced today the key strategic acquisition of Enterprise Trust & Investment Company (ETIC).
- ETIC is a leading California-based trust company providing private trustee services and investment management to high-net-worth individuals and families, local foundations, and endowments.
- The acquisition will enable Lido to expand its comprehensive wealth planning process designed to grow, protect, and maximize clients' wealth.
- Enterprise Trust & Investment Company is a California-chartered trust company headquartered in Los Gatos, California, with approximately $800 million in assets under management.
1874 on its annual Inc. 5000 list, the most prestigious ranking of the nation's fastest-growing private companies.
Key Points:
- 1874 on its annual Inc. 5000 list, the most prestigious ranking of the nation's fastest-growing private companies.
- Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.
- "We are so proud to have moved up 867 places and to be included again on the INC 5000.
- The 2020 Inc. 5000 achieved an incredible three-year average growth of over 500 percent, and a median rate of 165 percent.
