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About
Josh Shneyder is currently an Options Trading Analyst at Lido Advisors, LLC in Los Angeles, CA. In this role, he focuses on developing and executing options strategies as part of the firm's investment team, contributing to portfolio risk management and return optimization within Lido Advisors' diverse multi-asset client portfolios. His specific asset class expertise centers on derivatives, with a primary focus on listed equity options and related instruments.
Prior to joining Lido Advisors, Josh served as a Financial Analyst at RSA Engineered Products, where he was involved in financial modeling and analysis in the aerospace and manufacturing sectors. He also gained technical and operational experience as an IT Analyst and Office Technology Support Intern at Westar Lending Group. Each of these positions provided a strong analytical foundation and a multidisciplinary perspective on risk and technology integration in investment processes.
Josh holds a Bachelor's degree in Economics with concentrations in Quantitative Analysis and Information Systems, and a minor in Statistics, from California Polytechnic State University-San Luis Obispo. His academic background and professional track record position him as a specialist in data-driven investment analysis, contributing quantitative rigor and a technological approach to options trading and portfolio management. No public records indicate broader sector coverage beyond derivatives and multi-asset solutions as of November 2025.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Options Trading Analyst | Jun 2025 to Present | — |
| RSA Engineered Products | Financial Analyst | May 2024 to Jun 2025 | • Collaborated with internal stakeholders on daily and month-end financial reporting to support multi-million-dollar operational decisions. Execute backlog analysis, bookings review, new business trac... |
| Westar Lending Group | IT Analyst and Office Technology Support Intern | May 2023 to Sep 2023 | • Provided office technology support, diagnosing network issues, recommending hardware enhancements, and maintaining seamless operational efficiency. • Conducted comprehensive loan analyses, tailoring... |
| California Polytechnic State University-San Luis Obispo | Project Management and Systems Analysis for Cal Poly Club Basketball Team | Feb 2023 to May 2023 | • Collaborated with project team to facilitate the planning phase of the Software Development Life Cycle (SDLC), resulting in the identification of critical organizational challenges and the subsequen... |
| Mathnasium - The Math Learning Center | Math Tutor | Mar 2018 to Mar 2020 | • Utilized knowledge of mathematics concepts and theories to tailor study materials and methods to enhance student learning experiences. • Collaborated with school counselors and teachers to implement... |
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Economics, Concentrations in Quantitative Analysis and Information Systems, minor in Statistics
2020 — 2024
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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