Key speakers included Lido Advisors CEO Gregory P. Kushner, CPA*, Chief Investment Officer Jeff Garden, CFA®, President Jason Ozur, CPA*, Managing Director Ken Stern, CFP®, as well as Managing Director Robert W. Marton, CFP®, CIMA® and Director John Bute, CPA of the Boca Raton office.
LOS ANGELES (PRWEB) February 25, 2020
Lido Advisors, LLC, a Los Angeles-based, full-service, independent, Registered Investment Advisory firm (“RIA”), hosted a commemoration event on Wednesday at their recently opened regional office in Boca Raton. Attendees ranged from the managing partners of Lido Advisors to County Commissioner Robert Weinroth, among others.
The celebration accommodated over 150 clients, executives, and county officials in attendance, shifting from afternoon cocktails and heavy appetizers to an evening of detailed presentations, desserts, market updates, and a closer look at Lido’s origins, growth, and vision for the future.
Key speakers included executives from Michael Dell’s Family Office, MSD, and GTIS of the private equity and real estate investment space, Lido Advisors CEO Gregory P. Kushner, CPA*, Chief Investment Officer Jeff Garden, CFA®, President Jason Ozur, CPA*, Managing Director Ken Stern, CFP®, as well as Managing Director Robert W. Marton, CFP®, CIMA® and Director John Bute, CPA of the recently launched Boca Raton office.
The event honored clients with equal parts appreciation and in-depth discussion, while sending a clear message that Lido’s new presence in the region will continue to grow, providing both innovative wealth management and sophisticated strategies for high-net-worth investors.
About Lido Advisors
Lido Advisors, LLC is a nationally ranked wealth advisory firm headquartered in Los Angeles, California with over $5 billion in assets under management and offices throughout the United States. Lido seeks to provide comprehensive investment and wealth solutions designed to grow, protect, and maximize our clients’ legacies, with due consideration given to tax and estate-planning facets of our clients’ lives.
Lido strives to deliver consistent growth and expansion, with innovation and integrity. As a nationally recognized leader in wealth management, we offer unique strategies and exemplary service for wealthy families and select institutions.
To learn more about Lido Advisors, visit http://www.lidoadvisors.com.