Forbes' Best-In- State Wealth Advisor Rankings Highlight Excellence in Client Services
Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals with $19.0 billion RAUM, proudly announces that Greg Kushner, Senior Managing Director and Chairman, Alexandra Browne, Senior Managing Director and Chief Development Officer, and Michael Karsa, Senior Managing Director and President, Midwest, have been honored as Forbes 2024 Best-In-State Wealth Advisors.
Forbes’ sixth annual ranking of Best-In-State Wealth Advisors features 8,507 seasoned wealth managers, managing cumulative assets of over $13.5 trillion.
“Greg, Alexandra, and Michael embody the core principles of Lido Advisors, providing tailored wealth management services to their clients,” said Jason Ozur, CEO of Lido Advisors. “Their inclusion in Forbes' prestigious ranking highlights their dedication to helping clients achieve their financial goals.”
According to R.J. Shook, President of SHOOK Research, which partners with Forbes on the rankings, the Best-In-State Wealth Advisors list is based on qualitative criteria, mostly gained through due diligence interviews, and quantitative data. SHOOK Research uses an algorithm which weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.
For more about Greg, Alexandra and Michael, their areas of expertise and passion for client services, please visit:
Greg Kushner, CPA* | Lido (lidoadvisors.com)
Alexandra Browne | Lido (lidoadvisors.com)
Michael Karsa | Lido (lidoadvisors.com)