Boston Private Loses Two Advisors to Lido
Boston Private Loses Two Advisors to Lido Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million. Lido Advisors, the Los Angeles-based registered investment advisory firm, continues its strategy of recruiting advisors away from private banks catering to high-net-worth clients. Two advisors from Boston Private Wealth, a trust bank and wealth management firm, announced today they will join Lido's Boca Raton, Fla. office. At Boston Wealth, advisors Jeffrey Kaufman and John Tassone, and planning specialist Dominik Elma...
Source: wealthmanagement.com