Lido Advisors, LLC

“We are doubly honored that the Los Angeles Business Journal has recognized Lido Advisors for our firm as a whole and for three of our talented colleagues who help make us one of the fastest-growing financial advisory firms practicing today,” said Ken Stern, Senior Managing Director, Lido Advisors.

LOS ANGELES (PRWEB)
January 06, 2020

Lido Advisors, LLC, a Los Angeles-based, full-service, independent, Registered Investment Advisory firm (“RIA”), officially closed out banner year 2019 with a wide assortment of notable and exclusive awards, honors, rankings and achievements.

In assets under management alone, Lido grew from $3.5B in January 2019 to right around $5.3B in AUM by year’s end, a feat that landed the firm on more than one prestigious list in the press.1

The year began with the major merger of Ken Stern & Associates, adding new depth to Lido’s client service offerings and knowledge. Ken Stern & Associates managed over $400M in assets.

In the summer, Coliseum Wealth joined Lido Advisors in the firm’s first bicoastal move to the east. Lido was also ranked 73rd largest RIA firm in the United States by Financial Advisor (FA) magazine.

In October, Lido acquired near-$700M wealth management group Marton Bute, extending Lido’s national presence to the southeast region and expanding its unique strategies and client services.

In November, Lido was placed at number 22 at an L.A. Biz annual event that ranked the “Top 100 Fastest Growing Private Companies” in Los Angeles County. Against the competition, this made Lido the number one standalone RIA firm in L.A. and the number two RIA firm in L.A. overall.2

In addition, three executive members of Lido Advisors were named to L.A. Biz’s annual “40 in their 40s” special, which featured the best financial executives in the Los Angeles area. They included:

Senior Managing Director, President Jason Ozur

Senior Managing Director, Alyssa Weinberger

Senior Managing Director, Jeffrey Westheimer

“We are doubly honored that the Los Angeles Business Journal has recognized Lido Advisors for our firm as a whole and for three of our talented colleagues who help make us one of the fastest-growing financial advisory firms practicing today,” said Ken Stern, Senior Managing Director, Lido Advisors.

In a December cover story that profiled Lido’s origins and growth, the firm was featured again by Financial Advisor (FA) magazine, one of the financial industry’s premier trade publications.

Also in December, Forbes published “How to Invest Like the Ultra-Wealthy Using Real Estate,” by Senior Managing Director and Chairman of Lido Advisors, Gregory Kushner – the CEO’s latest contribution to the Forbes Finance Council of authority writers and industry specialists.

It was also a notable year for women at Lido, seeing Senior Managing Director Alyssa Weinberger nominated for Woman of the Year at the Women in Asset Management Awards and receiving a rare induction into the exclusive 2019 class of Women of Influence hosted by L.A. Bizwomen.

Senior Managing Director Alexandra Browne made headlines with her featured article, “Meet the Female Leaders of Finance” in a piece with Jason Hartman from Medium’s Authority magazine.

Senior Managing Director Ken Stern was also featured in an Authority article in November.

“All in all, it was a big year for Lido Advisors, marked by significant achievements, and at our current rate of growth, 2020 stands to be even bigger,” said Marketing Manager Paul Hyman.

1Lido Advisors, LLC recognized by sources such as Financial Advisor magazine and Los Angeles Business Journal for AUM/growth data – (https://www.fa-mag.com/news/ria-survey—ranking-2019-45701.html)

2Based on number 22 ranking by Lido Advisors, LLC above all other standalone RIA firms, and coming in behind Cambria Investments at number 21 in fast growth by private companies that are also RIA firms. (https://www.cambriainvestments.com); (Published in LABJ’s November 18, 2019 issue of the journal.)

About Lido Advisors

Lido Advisors, LLC is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with many offices throughout the United States. Lido seeks to provide comprehensive investment and wealth solutions designed to grow, protect, and maximize our clients’ legacies. Our focus on elegant and effective client solutions exemplifies our commitment to excellence.

Lido strives to pursue consistent growth and expansion, with innovation and integrity, providing investment and wealth strategies for select institutions and families through far-reaching wealth and investment advice, with due consideration to tax and estate planning facets of a client’s life.

To learn more about Lido Advisors, visit http://www.lidoadvisors.com.

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Join the global geothermal community!

“We congratulate the elected members of the Board on their success and welcome their talents and commitment.”

DAVIS, Calif. (PRWEB)
January 06, 2020

The global GRC membership took part in the ballot in November, and the result was that two new members of the Board were elected: Kelly Blake and Elisabeth de Jong.

They join two other members who have been re-elected to the Board of Directors: Ann Robertson Tait and Josh Nordquist.

The diverse membership of the Board of Directors reflects the mission of the GRC to represent the entire global geothermal community.

Will Pettitt, Executive Director of the GRC commented, “We congratulate the elected members of the Board on their success and welcome their talents and commitment. Our new board is 21 strong with 38% women. We continue to develop a diverse organization and strive for balanced gender representation. I look forward to working with the new Board on our transformative 2020 vision of increasing public awareness of geothermal energy across society.”

Photos of the new Board of Directors can be seen on the GRC Website at https://geothermal.org/bod.html

As of December 2019, the membership of the GRC stands at just under 1,200 with representation from nearly 40 different countries. If you would like to connect with this global geothermal community please consider joining the GRC and enjoy all the benefits of our association. As a GRC member you can also run for election to the Board of Directors and serve on Board committees. More information can be found at https://geothermal.org/membership.html

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About the Geothermal Resources Council:

The Geothermal Resources Council (GRC) will be celebrating 50 years of service to the global geothermal energy community in 2022. The GRC is dedicated to advancing geothermal development around the world through education, research, and outreach. For more information, please visit http://www.geothermal.org.

Get your daily geothermal news at Global Geothermal News. Become a fan on Facebook. Join the geothermal community on LinkedIn. Follow GRC on Twitter [@GRC2001 and #GRCAM2020]. Check out GRC’s YouTube Channel. See geothermal photos on GRC’s Flicker page.

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Debra Sunderland of Debra Sunderland Coaching of Clarendon Hills, Illinois has been named a bronze winner in Consumer Service of the Year in Best in Biz Awards.

“Winning this award means that my work is uniquely transforming leaders’ lives. The tools I share are now exposed to more lives being changed which will lead to having more joy and trust and less drama and fear. I’m helping to create the culture shift is one leader at a time!”

CLARENDON HILLS, Ill. (PRWEB)
January 06, 2020

Debra Sunderland Coaching of Clarendon Hills, Illinois has been named a bronze winner in Consumer Service of the Year in Best in Biz Awards, the only independent business awards program judged by prominent editors and reporters from top-tier publications in North America.

Debra Sunderland Coaching specializes in working with CEOs, executives and leaders. The company empowers leaders to shift from unconscious beliefs and behaviors to intentionally creating what they most want. The shift is from blame and defensiveness to learning and ownership. Leaders achieve their desired results and raise up teams who are invited to discover what it is to take radical responsibility and create win-for-all solutions.

Since 2011, Best in Biz Awards’ entrants have spanned the spectrum, from the most innovative local companies and start-ups to some of the most recognizable global brands. With more than 700 entries, the 9th annual program attracted a record number of entries from an impressive array of public and private companies of all sizes and spanning all geographic regions and industries in the U.S. and Canada. Best in Biz Awards 2019 honors were conferred in 80 different categories, including Company of the Year, Fastest-Growing Company, Most Innovative Company, Best Place to Work, Customer Service Department, Executive of the Year, Most Innovative Product, Enterprise Product, Best New Service, CSR Program, Event and Blog of the Year.

“Winning this award means that my work is uniquely transforming leaders’ lives,” said Sunderland. “The tools I share are now exposed to more lives being changed which will lead to having more joy and trust and less drama and fear. I’m helping to create the culture shift is one leader at a time!”

Each year, winners in Best in Biz Awards are determined based on scoring from independent judging panels assembled from some of the most respected newspapers, TV and radio outlets, and business, consumer, technology and trade publications in North America. Combining top editors’ and reporters’ unparalleled expertise and experience with the objectivity inherent in the journalistic ethos and further enhanced by the breadth and variety of outlets represented on the panel, Best in Biz Awards is uniquely able to determine the best of the best from among the hundreds of entries. The 2019 judging panel included, among others, writers from Accounting Today, AdWeek, Associated Press, Barron’s, Consumer Affairs, eWeek, Healthcare Innovation News, Inc., Investment Advisor Magazine, USA Today and Wired.

“It seems to get harder each year to select the best of the best in Best in Biz Awards,” said Mark Huffman, Consumer Affairs, returning to judge Best in Biz Awards for the sixth year. “As a consumer reporter, it is particularly gratifying to me to see so many businesses striving to enhance the customer experience.”

For a full list of gold, silver and bronze winners in Best in Biz Awards 2019, visit: http://www.bestinbizawards.com/2019-winners.

About Debra Sunderland:

Debra is the founder of Sunderland Coaching, LLC. With decades of executive and team coaching, she supports executives and their teams in creating an empowered, internal culture – in a diverse range of industry: hi-tech, wealth management, engineering, healthcare, marketing and more. An expert in transformational leadership, culture build, and group dynamics, she specializes in building trust and collaboration; teams that achieve their strategic objectives in an empowered environment. She is passionate about people living full, abundant lives and creating what they most want. Debra graduated from Miami University, holds a degree in Psychology, a certificate in Corporate Goal Coaching, CTI Co-Active training, The 15 Commitments of Conscious Leadership, and is an iEQ9 Integrative Enneagram Accredited Practitioner. She lives and coaches clients in both Nashville and Chicago. For more information, visit https://www.sunderlandcoaching.com/.

About Best in Biz Awards

Since 2011, Best in Biz Awards has maintained its premier status as the only independent business awards program judged by a who’s who of prominent reporters and editors from top-tier publications from North America and around the world. Over the years, Best in Biz Awards judges have ranged from Associated Press to the Wall Street Journal and winners have spanned the spectrum, from blue-chip companies that form the bedrock of the world economy to local companies and some of the most innovative start-ups. Each year, Best in Biz Awards honors are conferred in two separate programs: North America and International, and in 80 categories, including company, team, executive, product, and CSR, media, PR and other categories. For more information, visit: http://www.bestinbizawards.com/.

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FWR 2019

Having our work recognized in these three categories…represents our ongoing dedication to serving families at the highest level.

CHICAGO (PRWEB)
January 05, 2020

Mack International, founded in 2002, is widely recognized as one of the foremost premier boutique firms specializing in providing C-suite retained executive search and strategic consulting solutions to family offices, family enterprises and family investment firms on an international basis. Linda C. Mack and Mack International were recently shortlisted in three categories including Family Office Management Consultancy, Leading Individual Service Provider, and Top Women in Wealth Management.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’. The Family Office Management Consultancy category recognizes firms providing consulting services that help families think strategically about their objectives to effectively achieve success and sustainability. The Leading Individual Service Provider category acknowledges exceptional individuals working in the private client world, and Women in Wealth Management identifies women in the industry who are an inspiration to both female clients and colleagues.    

Commenting on the firm’s shortlisting, Linda Mack, Founder and President of Mack International said: “We are thrilled to have been shortlisted for these prestigious awards. Having our work recognized in these three categories is particularly meaningful as they represent our ongoing dedication to serving families at the highest level. We are committed to continuing our reputation as thought leaders in the industry and to sharing our insights to benefit clients and colleagues alike. Being named a finalist is a distinction we are honored to receive for work we find deeply satisfying both personally and professionally.”

ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

Winners will be announced at a gala awards dinner which will be held in New York on March 18, 2020 at the Mandarin Oriental.

About Mack International LLC

Mack International is the premier, boutique retained executive search and strategic management/human capital consulting firm serving national and international clients in the family office, family business enterprise and the wealth management industries on national and international basis. Founded in 2002, the firm has achieved an exceptional track record of success as evidenced by its unmatched industry expertise, in-depth market knowledge and unparalleled track record of success. Founder and President, Linda C. Mack has established proprietary methodologies such as the Mack 360© and is credited for having coined the term “expert generalist” in the industry.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.

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