Profil
Mr. Stuart H.
Katz is a President of Private Wealth Management at Lido Advisors LLC.
He focuses on working with entrepreneurs, uniquely successful artists, high net-worth families, and nonprofit organizations on socially responsible investing, investment planning, wealth transfer and charitable giving.
Prior to joining Mr. Katz spent 10 years with Bernstein Private Wealth Management, most recently as Managing Director of the firm’s Private Client business in Los Angeles and Orange County.
He received a Bachelor of Science degree from Cornell University and a JD from Northwestern University School of Law.
Postes actifs de Stuart Henry Katz
| Sociétés | Poste | Début |
|---|---|---|
Lido Advisors LLC
 Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Gestionnaire de Portefeuille-Actions | 01/07/2021 |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Finance |
