Lido is excited to share that three of our team members have been named Best-in-State Wealth Advisors by Forbes: Senior Managing Director Michael Karsa, Senior Managing Director Robert Marton, and our Founder and Chairman Greg Kushner. The award recognizes advisors who meaningfully impact their clients by helping “add meaning and help them live better lives.” All our advisors work towards that mission, but we’re proud that these three members of our team in particular have been recognized for their outstanding work.
The commitment to stellar client service has been central to Lido since Greg Kushner founded the firm in 1999. This award recognizes Greg’s work in California, but it reflects what Lido has achieved across the country. The family office model he has developed over more than two decades of work has proven the value of holistic wealth management to our clients and the industry. Moreover, he continues to lend his expertise to high-net-worth clients today. As a leader and an advisor, he has always been an essential part of Lido.
Michael Karsa, recognized as a Best-in-State wealth advisor in Illinois, has been with Lido since 2015. He is the youngest Managing Director in the company’s history. His efforts leading our Chicago office have been instrumental in building our presence in the midwest, where Mike’s team now manages over $1 billion in assets. This award is a testament to the outstanding support he provides to his clients. He is an excellent leader and a model example of how the family office model can help our clients protect their wealth for the long term.
Robert Marton has been recognized as a Best-in-State wealth advisor in Florida, where he has lived for 30 years. He brings a depth of investment experience to all of the customized wealth plans he builds for his clients. Since joining Lido in 2019 he has met and exceeded Lido’s high standards for client service and innovative financial planning.
We’re honored to see all three of them recognized by Forbes. Their work is a reflection of what all Lido’s advisors seek to offer their clients every day: leading, innovative wealth management solutions that take the big picture into account.
Read the complete list of Best-in-State advisors here, and congratulations to Greg, Mike, and Bob on the recognition!