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Ken Stern

Ken Stern, a seasoned financial professional, has spent years honing his expertise in investment management, business development, and client service. He is currently a Senior Managing Director at Lido Advisors, Llc, a top-tier wealth advisory firm based in Los Angeles. Ken brings extensive experience and knowledge to his role, having previously served as Managing Director at Lido Advisors. He has a track record of successfully providing bespoke investment solutions to clients, including high net worth individuals and institutional investors.

Ken's professional experience also includes a stint as a Managing Director at Focus Capital Management, LLC, where he oversaw business development and client relationships. During his time at the firm, he played a key role in driving growth and expanding the company's client base. He has a Bachelor of Science in Business from the University of Arizona and holds the Certified Investment Management Analyst (CIMA) designation.

Ken is passionate about delivering exceptional client experiences and helping clients achieve their financial goals. He stays up-to-date on the latest market trends and investment strategies, and leverages his knowledge to create tailored solutions for each client. In addition to his work, Ken is actively involved in his community and supports several nonprofit organizations.

Highlights

Sep 29 · youtube.com
RIA Edge Podcast: Ken Stern on Lido Advisors' Path to $20B in AUM
RIA Edge Podcast: Ken Stern on Lido Advisors' Path to $20B in AUM
Apr 26 · lidoadvisors.com
Ken Stern on WealthTalk - Lido Advisors
Mar 11 · cnbc.com
Investors should be hedging now, says Lido Advisors' Ken Stern
Aug 22 · youtube.com
RIA Edge Podcast: Lido's Ken Stern on Navigating ... - YouTube
RIA Edge Podcast: Lido's Ken Stern on Navigating ... - YouTube

Related Questions

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Ken Stern
Ken Stern, photo 1
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Location

Los Angeles, California