Category Press

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Lido Advisors Named to Barron’s 2021 Top 100 RIA Firms

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Competition, Consolidation Heats Up Among Wealth Advisors

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“The Future Is Now” FA Magazine interviews CEO Jason Ozur

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Lido Advisors Announces Stuart Katz as Senior Managing Director

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Gina Sanchez on Trading Nation: Buy traditional energy stocks over solar plays for these 3 reasons, trader says

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Charlesbank Capital Partners Invests in Lido Advisors

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Lido Advisors inks strategic partnership with Charlesbank Capital Partners

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Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth

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PE shop takes stake in $9bn Lido Advisors

Lido Advisors Expands Boca Raton Office Advisory Team with Three New Members

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Gina Sanchez on Trading Nation: On GE’s Stock Hitting 3-year High

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Gina Sanchez on Trading Nation: Lido’s Recovery Portfolio

2020 in Review: Lido Expands Client Offering and Team Members, Paving the Way Toward Future Growth

Lido Advisors Positions for Expansive Growth in 2021 Naming Roberto Paredes EVP, Head Of Distribution

Hedieh Bolour

Lido Advisors Continues 2020 Growth with Hedieh Bolour Joining as SVP, Wealth Advisor

Lido Advisors Acquires Sterling Bancorp Subsidiary Quantum Capital Management’s Wealth Management Business

Lido Advisors Chief Compliance Office and General Counsel Jason P. Lee Named Leader in Law by Los Angeles Business Journal

Lido Advisors Continues New York Expansion with Marc Ordona as VP Private Client Services

Trusts and Estates Planning Attorney Jenna Glassock Joins Lido Advisors, LLC

Lido Advisors Names Gina Sanchez Chief Market Strategist

For the 3rd Time, Lido Advisors Appears on the Inc. 5000 list, Ranking No. 1874 With Three-Year Revenue Growth of 226 Percent

Congratulations to Managing Director Michael Karsa on being named one of Forbes “Top Next-Gen Wealth Advisors”!

Forbes: Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards – Gregory Kushner

“5 Things Every CEO Should Know About Navigating The World Of Finance” With Michael Karsa

IRA vs. 401(k): 9 ways these popular retirement plans differ featuring Michael Burke

“Female Leader of Finance” Alexandra Browne shares educational insights on financial literacy, successful women, and gaining knowledge

Lido Advisors Finishes Record Banner Year of High Rankings, Top Awards and Executive Honors

FA Magazine Cover Story: Lido’s Origins & Growth

Lido Announces Near-$700-Million Addition of Boca Raton-Based Marton Bute Wealth Management Group

Forbes: Don’t Let These Common IRS & Social Security Scams Happen To You — Gregory Kushner

How to Minimize Your Taxes When Retiring

U.S. News & World Report: Gregory Kushner’s “6 Ways Investors Can Help Their Heirs”

Lido Advisors Honored as “The Most Influential Wealth Managers in Los Angeles”

Lido Advisors named one of the “Top 50 Fastest Growing Firms” by Financial Advisor Magazine

FT-Top-300-RIA

Lido Advisors Ranked Among Fifth Annual FT 300 Top Registered Investment Advisers List

Gregory Kushner accepted into Forbes Finance Council

Alyssa Weinberger

Alyssa Weinberger featured in LA Business Journal

Top-10

Lido Advisors named as one of the “Top 10 Financial Advisors in Los Angeles” by SmartAsset.com

Greg-Kushner-Vision

Vision Magazine interviews Greg Kushner, founder of Lido Advisors, LLC

Wall-Street-Journal

Jeff Garden quoted on the impact of Higher Interest Rates in the The Wall Street Journal