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Derek Dombrosky
Vice President of Risk and Investments at Lido Advisors, LLC
About
Derek Dombrosky is Vice President of Risk and Investments at Lido Advisors, LLC, based in San Diego, California. In this role, he leads the monitoring of strategic asset allocation models and oversees the approval of trades across multiple asset classes, including equity, fixed income, and derivatives. His responsibilities center on risk management and portfolio construction for the firm's diverse client base.
Throughout his career at Lido Advisors, Derek progressed from Associate in Investment Management and Compliance to Senior Associate, and ultimately to his current VP position. He has demonstrated expertise in both investment evaluation and compliance, supporting high-net-worth clients with tailored investment strategies and risk oversight.
Derek holds degrees from San Diego State University and the University of California, Davis. His specialization covers multi-asset portfolios, particularly within public equities, corporate and government bonds, and derivative instruments, reflecting his contribution to innovative portfolio risk solutions and strategic asset allocation at Lido Advisors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Vice President of Risk and Investments | Jan 2025 to Present | — |
| Lido Advisors, LLC | Senior Associate, Risk and Investments | Jan 2024 to Dec 2024 | — |
| Lido Advisors, LLC | Finance Associate, Investment Management and Compliance | Oct 2022 to Dec 2023 | — |
| Axos Bank | Financial Data Analyst | Jan 2022 to Sep 2022 | Analyzed financial data using SQL & Tableau |
Education
San Diego State University
2020 — 2022
University of California, Davis
2017 — 2019
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 |
 | Senior Associate | San Diego, CA , United States |
 | Trader | Chicago, IL , United States |
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