LOS ANGELES–(BUSINESS WIRE)–Jul 21, 2021–
Lido Advisors, LLC, a Los Angeles-based, full-service, unbiased, Registered Funding Advisory agency (“RIA”) with $9.26 billion in Belongings Below Administration (AUM), introduced in the present day the hiring of veteran wealth administration govt, Stuart Katz, as Senior Managing Director within the agency’s L.A. headquarters.
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Stuart Katz is a Senior Managing Director with Lido Advisors. He focuses on working with entrepreneurs, uniquely profitable artists, excessive net-worth households, and nonprofit organizations on socially accountable investing, funding planning, wealth switch and charitable giving. (Photograph: Enterprise Wire)
Katz focuses on working with entrepreneurs, uniquely profitable artists, excessive net-worth households, and nonprofit organizations on socially accountable investing, funding planning, wealth switch and charitable giving. Previous to becoming a member of Lido, Katz spent 10 years with Bernstein Personal Wealth Administration, most not too long ago as Managing Director of the agency’s Personal Consumer enterprise in Los Angeles and Orange County.
“Stuart’s historical past of dedication to his shoppers’ wants aligns completely with Lido’s dedication to offering the very best stage of service to our shoppers. I’m excited to leverage his expertise working with entrepreneurs, artists, non-profit organizations and choose households to proceed increasing the depth and high quality of providers that we’re dedicated to providing,” stated Jason Ozur, Chief Govt Officer of Lido Advisors.
He beforehand labored as an lawyer at nationwide and worldwide legislation corporations advising early- and later-stage firms on quite a few points. As well as, as an unbiased advisor, he labored to offer strategic steerage to, and lift capital for, early-stage firms in a wide range of industries. Katz enjoys attending to know all features of his shoppers’ lives and turning into their go-to level of contact every time an essential problem arises. His skilled objectives embody serving to Lido Advisors to proceed to develop quickly and meet the evolving wants of its shoppers.
“I’m very excited to be becoming a member of Lido Advisors,” stated Katz. “The agency’s modern, household workplace funding method is ideal for me and the shoppers with whom I’m lucky to work. In an funding atmosphere that may proceed to be difficult, Lido has been forward of the curve in providing artistic methods to mitigate rising threat in shoppers’ portfolios, whereas concurrently exploiting idiosyncratic alternatives to drive outsized returns and generate earnings. I’m desperate to collaborate with Lido’s deep bench of expert traders, tax and property consultants, and monetary planners to ship optimum outcomes for shoppers.”
“Stuart Katz is a wonderful addition to Lido Advisors,” stated Lido Advisors President Ken Stern, CFP®. “He’s a thought chief, expert veteran, and an advocate. This mix is a rarity, and we are able to’t wait to begin collaborating collectively for the good thing about our shoppers.”
Katz acquired a Bachelor of Science diploma from Cornell College and a JD from Northwestern College Faculty of Regulation. Earlier than attending legislation faculty, he was a legislative intern for Senator Edward M. Kennedy and performed skilled basketball for Hapoel Holon within the first division of the Israel Skilled Basketball Affiliation. He’s a member of The State Bar of California, the Cornell Membership of Los Angeles, and the Northwestern Alumni Affiliation. Katz is a former Co-Chair of the Geller Management Venture of the Jewish Federation of Better Los Angeles and former board member of the Israel Coverage Discussion board.
About Lido Advisors, LLC
Lido Advisors is a nationally acknowledged wealth advisory agency headquartered in Los Angeles, California with places of work all through the US. It executes complete funding and wealth options designed to develop, shield and maximize its shoppers’ legacies. Lido Advisors’ concentrate on elegant and efficient shopper options underscores its dedication to excellence.
With innovation and integrity, Lido Advisors will proceed working to develop and increase right into a nationally acknowledged chief offering funding and wealth methods for choose establishments and households. The agency goals to develop, shield and maximize shoppers’ legacies by the pursuit of far-reaching wealth and funding recommendation, with due consideration to tax and property planning sides of the shopper’s life.
To be taught extra, go to www.lidoadvisors.com.
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CONTACT: Frank Tortorici
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: CONSULTING PROFESSIONAL SERVICES FINANCE
SOURCE: Lido Advisors, LLC
Copyright Enterprise Wire 2021.
PUB: 07/21/2021 02:08 PM/DISC: 07/21/2021 02:08 PM
Copyright Enterprise Wire 2021.