About
Billy Nail serves as a Senior Associate in Private Client Services at Lido Advisors, LLC in San Diego, California. In this role, he oversees financial planning and investment strategy implementation for high-net-worth individuals and families, supporting their complex wealth management needs through bespoke advisory and portfolio management services.
His investment expertise centers on asset allocation, multi-asset portfolios, public and private market securities, and alternative investment solutions tailored for affluent clients. Billy is closely involved in guiding clients through sectors such as equities, fixed income, and alternative investments, leveraging Lido Advisors' family office model for integrated investment and tax planning.
Prior to his current position, Billy gained foundational experience as an Associate in Private Client Services at Lido Advisors and as a Private Banking Summer Analyst at First Republic Bank. He holds a Bachelor’s degree in Finance from Santa Clara University, equipping him with advanced knowledge in financial analysis, portfolio construction, and investment management for complex client profiles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Senior Associate | Jan 2025 to Present | — |
| Lido Advisors, LLC | Associate, Private Client Services | Aug 2023 to Dec 2024 | — |
| First Republic Bank | Private Banking Summer Analyst | Jun 2022 to Aug 2022 | — |
Education
Santa Clara University
Bachelor's degree, Finance
Others at Lido Advisors, LLC (22)
| Name | Role | Location |
|---|---|---|
 | Vice President, Investments and Analytics | Santa Monica, CA , United States |
 | Senior Vice President, Senior Portfolio Strategist | CA , United States |
 | Associate, Trading and Investments | Walnut, CA , United States |
 | EVP, Portfolio Manager | Boston, MA , United States |
 | Head Trader - SVP | New York, NY , United States |
 | Senior Vice President Reseach and Investments | Los Angeles, CA , United States |
 | Associate, Trading and Investments | Malibu, CA , United States |
 | Wealth Manager | Bellevue, WA , United States |
 | Trader | Chicago, IL , United States |
 | Chief Investment Officer | Los Angeles, CA , United States |
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