LOS ANGELES – (BUSINESS WIRE) – Nov. August 2021–
Lido Advisors, LLC, a Los Angeles-based, impartial, registered funding advisory agency (“RIA”) with $ 9.26 billion in belongings below administration, as we speak introduced that three executives have been named to its administration crew as Leaders of Affect within the second yr in a row from the Los Angeles Enterprise Journal.
Chief Govt Officer Jason Ozur, Senior Managing Director and Chairman Gregory Kushner, and Senior Managing Director Alyssa Weinberger had been once more quoted by the distinguished weekly enterprise newspaper, which introduced all Leaders of Affect in its August ninth subject.
“The best asset supervisor is not going to solely advise you on investing your cash. She or he – and the monetary establishments they characterize – can really put together your whole household for monetary stability and tax consolation for generations to come back and supply extremely personalised plans for investments, charitable giving and different particular wants, ”mentioned LABJ Editor Josh Schimmels. “There are some actually nice professionals who make up the Los Angeles wealth administration panorama.”
“We’ve got had an amazing yr of progress and innovation at Lido Advisors, so it is extremely gratifying to have three of our prime executives named as trade influencers by the Los Angeles Enterprise Journal,” mentioned Ken Stern, President of Lido Advisors. “Lido’s uncompromising dedication to our clients is evidenced by this recognition. With this dedication, there aren’t any limits to the heights to which these three can lead us into the longer term. “
Kushner based Lido Advisors, LLC in 1999 with the purpose of constructing its purchasers “fiscally match” in all areas of life with a wholesome monetary portfolio. He works with investments and technique for extremely excessive internet value traders and household workplaces to supply goal and private monetary options and multi-generational planning. Weinberger is an skilled within the strategic help of households within the continuation of their legacy and is the agency’s first feminine companion. CEO Ozur can be co-chair of the Lido Funding Committee and accountable for managing Lido Advisors’ different investments. He’s an integral a part of the corporate’s due diligence on property-focused methods utilized in its purchasers’ portfolios.
About Lido Advisors, LLC
Lido Advisors is a nationally acknowledged wealth advisory agency headquartered in Los Angeles, California with workplaces throughout the US. It presents complete funding and wealth options designed to increase, shield and maximize its purchasers’ legacies. Lido Advisors’ give attention to elegant and efficient buyer options underscores its dedication to excellence.
With innovation and integrity, Lido Advisors will proceed to develop and increase right into a nationally acknowledged market chief providing funding and wealth methods for chosen establishments and households. The agency goals to increase, shield and maximize purchasers’ legacy by means of in depth wealth and funding recommendation, taking due account of the features of tax and property planning within the consumer’s life.
To study extra, go to www.lidoadvisors.com.
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KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES SMALL BUSINESS FINANCE CONSULTING BANKING ACCOUNTING
SOURCE: Lido Advisors, LLC
Copyright Enterprise Wire 2021.
PUB: 08/20/2021 11:10 a.m. / DISC: 08/20/2021 11:11 a.m.
http://www.businesswire.com/information/house/20210820005040/en
Copyright Enterprise Wire 2021.
