Six Lido Executives/Senior Wealth Managers Win Five Star Wealth Manager Award
Lido Advisors is proud to announce that the following individuals have won the 2023 Five Star Wealth Manager Award:
- Greg Kushner – Senior Managing Director & Chairman
- Jason Ozur – Senior Managing Director & CEO
- Jeffrey Westheimer – Senior Managing Director
- Evan Levy – Director & Senior Wealth Manager
- Jeff Christie – Director & Senior Wealth Manager
- Brendan Van Cleve – Director & Senior Wealth Manager
The Five Star Wealth Manager award is given by Five Star Professional, a third-party research firm which collects nominations from peers and firms in the industry, including financial planners and advisors, CPAs, and estate planning attorneys. The evaluation is based on 10 criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors, to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers. Nominees do not pay a fee for consideration. For more information, please visit https://www.fivestarprofessional.com/.
This is Mr. Kushner’s eleventh year being honored among this elite group, Jason’s third year, Jeffrey’s tenth year, Evan’s fourth year, Jeff’s twelfth year and Brendan’s twelfth year.
Congratulations to all!