Lido Advisors Team Members Both Receive Recognition for Exceptional Client Service for Second Consecutive Year
Lido Advisors, LLC (Lido), a leading wealth advisory firm with over $29 billion in regulatory assets under management (RAUM) as of December 31, 2024, congratulates Alexandra Browne, Chief Development Officer and Senior Managing Director, and Erica Ghotra, Managing Director, for their inclusion in the Forbes 2025 “Top Women Wealth Advisors Best-In-State” listing. Ms. Browne’s ranking of 2nd place for Texas (North), and Ms. Ghotra’s ranking of 77th for Southern California (High-Net-Worth) recognize their ongoing commitment to client service excellence and financial industry leadership.
Alexandra Browne and Erica Ghotra were also included in last year’s Forbes “Top Women Wealth Advisors Best-In-State” listing.
“We are so proud of Alexandra and Erica for exemplifying such high standards of client dedication and service, and for serving as role models for the members of our profession,” said Jason Ozur, CEO of Lido Advisors. “This latest industry recognition is yet another testament to the high standards and best practices we embody in our mission to protect every client’s legacy for future generations.”
The Forbes ranking of “Top Women Wealth Advisors Best-In-State” is calculated by SHOOK Research using an algorithm of qualitative data obtained through surveys and in-person, telephone, or virtual interviews. SHOOK Research evaluates advisors’ best practices such as service and investing models and compliance records, along with revenue trends, assets under management, and other quantitative data. All advisors on the list have at least seven years of experience. The full Forbes “Top Women Wealth Advisors Best-In-State” ranking for 2024 is available at https://www.forbes.com/lists/best-in-state-women-advisors, and more information about its methodology can be found by clicking here.
Other recent accolades for Lido Advisors and its team include:
- Alexandra Browne and Greg Kushner, Senior Managing Director and Chairman, and Michael Karsa, Senior Managing Director and President, Midwest & Arizona, were named among the Forbes 2024 “Best-In-State Wealth Advisors.”
- Erica Ghotra and Michael Karsa were listed by Forbes on the publication’s 2024 list of “Top Next-Gen Wealth Advisors.”