Lido Advisors' Greg Kushner, Alexandra Browne, and Michael Karsa Recognized Among Forbes' Top Wealth Advisors
25 Abril 2024 - 9:30AM
Business Wire
Forbes' Best-In-State Wealth Advisor Rankings
Highlight Excellence in Client Services
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. “Their inclusion
in Forbes' prestigious ranking highlights their dedication to
helping clients achieve their financial goals.”
According to R.J. Shook, President of SHOOK Research, which
partners with Forbes on the rankings, the Best-In-State Wealth
Advisors list is based on qualitative criteria, mostly gained
through due diligence interviews, and quantitative data. SHOOK
Research uses an algorithm which weighs factors like revenue
trends, assets under management, compliance records, industry
experience and those that encompass best practices and approach to
working with clients.
For more about Greg, Alexandra and Michael, their areas of
expertise and passion for client services, please visit:
Greg Kushner, CPA* | Lido (lidoadvisors.com) Alexandra Browne |
Lido (lidoadvisors.com) Michael Karsa | Lido (lidoadvisors.com)
About Lido Advisors
Lido Advisors is a nationally recognized wealth advisory firm
headquartered in Los Angeles, California, with $19.0 billion in
regulatory assets under management and 33 offices across the United
States. The firm embraces an active approach to asset management
focused on risk mitigation and access to alternative, core, and
tactical investment strategies. Lido provides a family office
experience to its clients with a deep commitment to personalized,
comprehensive wealth planning and access to affiliated
professionals providing bespoke tax, estate, and legacy solutions.
Lido is focused on creating an innovative, high-touch client
experience and becoming its clients’ financial life partner. For
more information, please visit www.lidoadvisors.com.
Receipt of an industry award or recognition on an industry list
is no guarantee of future investment success or superior service.
Awards or rankings are generally conducted on an annual basis, and
Lido Advisors’ inclusion in any particular year does not guarantee
that it will be included in future annual considerations. Please
carefully review the statements below related to awards reference
by Lido in this document and visit the issuing entity’s webpage for
additional information.
The Forbes ranking of Best-In-State Wealth Advisors, developed
by SHOOK Research, is based on an algorithm of qualitative
criteria, mostly gained through telephone and in-person due
diligence interviews, and quantitative data. Those advisors that
are considered have a minimum of seven years experience, and the
algorithm weights factors like revenue trends, assets under
management, compliance records, industry experience and those that
encompass best practices in their practices and approach to working
with clients. Portfolio performance is not a criteria due to
varying client objectives and lack of audited data. Neither Forbes
or SHOOK receive a fee in exchange for rankings.
Complete Forbes award methodology information is available
here.
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Sarah Tremallo JConnelly stremallo@jconnelly.com
908.967.0381