-

Lido Advisors Continues 2020 Growth with Hedieh Bolour Joining as SVP, Wealth Advisor

“Lido Advisors provides a nimble and family office inspired platform for my clients,” says Bolour

LOS ANGELES--(BUSINESS WIRE)--Lido Advisors, LLC, (www.lidoadvisors.com) a full service, independent, registered investment advisory firm, announced that Hedieh Bolour joined the firm’s Los Angeles office as Senior Vice President, Wealth Advisor, continuing Lido Advisors’ growth.

In her new role at Lido Advisors, Bolour will offer strategic guidance to entrepreneurs, business owners, executives, scientists, real estate investors and professionals in managing their financial life and investment portfolios. In addition, she brings to the firm her passion for working with women who have created wealth and giving them tools to preserve it and leave a meaningful legacy.

Bolour joins the firm from Bank of America Private Bank where she was a Vice President and Private Client Advisor. She worked with high-net-worth families, individuals and foundations delivering investment, fiduciary, credit, and banking solutions. Prior to her time at Bank of America, she spent eight years at Wells Fargo as a Vice President delivering a full range of investment advisory services as well as consulting on the firm’s Home Equity Line of Credit and Enterprise Partnerships. Bolour started her financial services career right out of USC and spent two years at ING Direct before heading to Business School.

Now, as she joins Lido Advisors, she and her team serve a select number of high net-worth individuals, families, and foundations, taking a holistic approach to customized investment management, tax, financial planning and estate strategies.

“Lido Advisors provides a nimble and family office inspired platform for my clients,” said Bolour. “The firm’s innovative approach, comprehensive investment and wealth solutions as well as unique strategies are a perfect fit for me. I’m looking forward to collaborating with my new colleagues on delivering access to deals and creating plans to grow, protect and maximize our clients’ legacies while highlighting the considerations to tax and estate planning.”

“We are beyond excited to have Hedieh Bolour join Lido Advisors,” said Ken Stern, Senior Managing Director at Lido Advisors. “Her skill and knowledge in the areas of advanced investment and wealth management are a huge benefit and we are pleased to provide that benefit to our Lido family of clients in the Southern California area.”

Bolour has an MBA in Finance from Cornell University and graduated cum laude with a bachelor’s degree from University of Southern California.

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.

Twitter: @lidoadvisorsllc
LinkedIn: https://www.linkedin.com/company/lido-advisors
YouTube: https://www.youtube.com/channel/UCJKgQa8eR5niUn_LeOmgNNQ

Contacts

Megan Sawyer
Lido Advisors, LLC
msawyer@lidoadvisors.com

Lido Advisors, LLC


Release Summary
Lido Advisors continues 2020 growth with Hedieh Bolour joining as SVP, Wealth Advisor
Release Versions

Contacts

Megan Sawyer
Lido Advisors, LLC
msawyer@lidoadvisors.com

More News From Lido Advisors, LLC

Business Development Veteran Henry Hagenbuch Joins Lido Advisors as Senior Managing Director for M&A

LOS ANGELES--(BUSINESS WIRE)--Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals, with over $20 billion RAUM as of June 30, 2024, announces that Henry Hagenbuch has joined the firm as Senior Managing Director, Head of Mergers and Acquisitions. He will focus on sourcing, evaluating, executing, and integrating strategic mergers and acquisitions for Lido as the firm expands its national footprint. “Henry has an impressive track record of working with wealth ad...

Lido Advisors Announces Presence in New Albany, Ohio, Continuing National Growth

LOS ANGELES--(BUSINESS WIRE)--Lido Advisors, LLC (Lido), a leading wealth advisory firm focused on high-net-worth individuals, with $20.6 billion in regulatory assets under management (“RAUM”), announced today a partnership with Shore Morgan Young, an Ohio-based registered investment advisor (RIA). This transaction continues Lido’s national expansion. Founded over 40 years ago, Shore Morgan Young has over $615M in RAUM in addition to significant client assets held in brokerage accounts and insu...

Lido Advisors' Greg Kushner, Alexandra Browne, and Michael Karsa Recognized Among Forbes' Top Wealth Advisors

LOS ANGELES--(BUSINESS WIRE)--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,...
Back to Newsroom