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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 Elmasian, served high-net-worth clients including business owners and corporate executives, as well as endowments and foundations.  ....

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