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Lido Expands Client Offering and Team Members, Paving the Way Toward Future Growth

·3-min read

National investment advisory firm of 90+ team members increases assets under management to more than 35%, from $5.3 bn to $7.36bn in 2020

Lido Advisors, LLC (www.lidoadvisors.com) - a full-service, independent, registered investment advisory (RIA) firm - is pleased to report on a year of remarkable growth and industry achievements in 2020. In addition to reaching $7.36bn in assets under management (AUM) reflecting an increase to more than 35% from $5.3bn, Lido closed on major deals and earned high industry recognition. Most important, Lido celebrates the extraordinary people who recently joined the firm and those who have been onboard for years, working tirelessly to provide the industry’s highest level of client services and expertise.

"In what has been an extremely volatile year, our talented and experienced team rose to the occasion—hitting all the marks in 2020 and often times exceeding them," says Lido Advisors President Jason Ozur. "This was not achieved by luck or chance but rather a very deliberate approach that included hiring outstanding people, adding more client offerings, and closing on major deals, including the acquisition of First Western Financial’s Fixed-Income Team and Sterling Bancorp’s Quantum Capital Management Wealth Management Business. I congratulate a stellar group of people who are skillfully tenacious and thank our clients and partners."

Lido Advisors’ industry recognition and accolades included the following:

  • Named #52 on Barron’s Top 100 RIA Firms

  • Listed among Financial Times Top 300 Registered Investment Advisors (7th year)

  • Ranked #1874 on Inc. 5000 list for a 3rd time

  • Ranked #40 on Los Angeles Business Journal’s (LABJ) list of Fastest Growing Private Companies

  • Greg Kushner, Jason Ozur and Alyssa Weinberger named Leaders of Influence, Wealth Managers by LABJ

  • Evan Levy, Jefferey Westheimer and Greg Kushner named Five-Star Professionals

  • Michael Karsa named among Top Next-Gen Wealth Advisors by Forbes

  • Jason Lee recognized as Leader in Law by LABJ

In 2020 Lido Advisors brought the following diverse group of top talent to its growing team:

Executive Management
Roberto Paredes, EVP, Head of Distribution

Investment and Analytics Team
Gina Sanchez, Chief Market Strategist
Andrew Parmet, Senior Vice President

Advisors
Hedieh Bolour, Senior Vice President, Wealth Advisor
Dani Comart, Vice President
Colin Grover, Vice President
Susan Kim, Vice President
Shawn Moran, Vice President
Marc Ordona, Vice President
Ann-Marie Sandquist, Vice President

Estate & Tax
Jenna Glassock, Esq., Trusts and Estates
William Coughlan, Vice President, Tax Specialist

"We look forward to another year of growth and expansion," adds Mr. Ozur. "With a solid team in place, we are ready for anything."

To learn more, visit: www.lidoadvisors.com

About Lido Advisors, LLC:

Lido Advisors, LLC, is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, and with offices across the U.S. It executes innovative and comprehensive investment and wealth strategies designed to grow, protect, and maximize its clients' legacies. Lido Advisors is focused on creating an elegant, effective, and responsive client experience that exemplifies its commitment to excellence.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210120005631/en/

Contacts

Megan Sawyer
Lido Advisors. LLC
msawyer@lidoadvisors.com

Valerie Christopherson
Lora Wilson
Global Results Comms (GRC)
+1 949 608 0276
prlido@globalresultspr.com