-

Lido Announces Two Experienced Advisors Join Los Angeles Firm

LOS ANGELES--(BUSINESS WIRE)--Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that experienced advisors, Stasia Washington and Ramsey Andrijevich, have joined the firm.

The team comes to Lido from First Foundation Bank, where Stasia served as Senior Managing Director and Ramsey as a Wealth Advisor. Stasia brings over 30 years of experience in financial services to the firm and a passion for positively impacting communities. Last year she received the Uplift Reward in recognition of her contributions to the Society and Youth of Greater Los Angeles. Ramsey also brings strong experience to the firm, with deep knowledge in financial planning and building client relationships.

“I’ve joined Lido Advisors because of their client-first commitment to excellence, multi-disciplinary wealth management offerings, and growth-oriented culture,” said Washington. “Lido’s sophisticated investment management capabilities and accessible family office model are well-positioned to meet the complex challenges our clients face today and in the future. I’m also excited about Lido’s extensive network of tax, estate, and trust professionals, including affiliate Lido Consulting. It’s great that our extended team can provide educational events and forums for our clients and the public.”

Lido CEO Jason Ozur had this to say about the recent hires: “Stasia and Ramsey will be wonderful additions to our team. They represent the high standard we set for all our employees, as well as our commitment to local communities, especially those close to our Los Angeles roots.”

About Lido Advisors

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $14.8 billion in regulatory assets under management and 32 offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients’ financial life partner. For more information, please visit www.lidoadvisors.com.

Contacts

Hirsch Leatherwood for Lido Advisors
lido-advisors@hirschleatherwood.com

Lido Advisors, LLC


Release Versions

Contacts

Hirsch Leatherwood for Lido Advisors
lido-advisors@hirschleatherwood.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