Gregory P. Kushner
Chairman and Chief Executive Officer
Lido Advisors, LLC
ASSETS UNDER MANAGEMENT: $1.1 billion
Gregory Kushner founded Lido Advisors, LLC in 1999 with the goal of ensuring that his clients be “fiscally fit” with a healthy financial portfolio in all areas of their lives. Besides his responsibilities as CEO and Senior Managing Director, Kushner still devotes much of his time to overseeing all investments and strategy for many of Lido’s ultra-high net-worth investors and family offices to provide objective, personal financial solutions and multi-generational planning.
Kushner led the firm to again be listed among the top 20 fastest growing wealth management firms in the United States, growing the firm from $1.594 billion AUM at the end of 2017 to over $4.086 billion of AUM by the beginning of 2019. Part of this growth can certainly be attributed to the utilization of many investment strategies typically only available to the wealthiest families in America.
For reprint and licensing requests for this article, CLICK HERE.