Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals with $20.0 billion RAUM*, proudly announces that Michael Karsa, Senior Managing Director and President, Midwest & Arizona, and Erica Ghotra Managing Director, Senior Wealth Advisor have been honored by Forbes on their 2024 Top Next-Gen Wealth Advisor list.
Michael Karsa was recognized by Forbes as one of America’s Top Next-Gen Wealth Advisors and #1 on the Top Next-Gen Wealth Advisors Best-In-State for Chicago, IL. Erica Ghotra was also recognized as one of the Top Next-Gen Wealth Advisors Best-in-State for Southern, CA.
Forbes’ eighth annual ranking of Top Next-Gen Wealth Advisors Best-in-State began with 45,996 nominations and was narrowed down 4,081 individuals considered for the ranking. America’s Top Next-Gen Wealth Advisors recognizes the top 100 advisors from the Best-In-State rankings.
“We are incredibly proud of Michael and Erica for being recognized by Forbes as Top Next-Gen Wealth Advisors Best-In-State for Illinois and California and Michael as a National Top Next-Gen Wealth Advisor,” said Jason Ozur, CEO, Lido Advisors, “Their dedication, expertise, and commitment to our clients exemplify the core values of Lido Advisors. This is a testament to their commitment to excellence and unwavering focus on delivering the best possible outcomes for our clients. We are incredibly proud of their achievements and the impact they continue to make in the industry.”
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 that weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients.
For more about Michael and Erica, their areas of expertise, and their passion for client services, please visit:
Erica Ghotra, AIF*, CRPC*, CRPS* l Lido (lidoadvisors.com)
Michael Karsa l Lido (lidoadvisors.com)