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Lido Expands Client Offering and Team Members, Paving the Way Toward Future GrowthLido 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:
In 2020 Lido Advisors brought the following diverse group of top talent to its growing team:
Executive Management
Investment and Analytics Team
Advisors
Estate & Tax
"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.
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