Kayla Kaltenecker

Kayla Kaltenecker is the Senior Vice President Chief of Staff - Investments at Lido Advisors, LLC in Los Angeles, CA, where she oversees investment management operations and supports the executive team in delivering the firm’s active asset management strategies. Her responsibilities include coordinating complex portfolio operations, advancing tactical and alternative investment approaches, and ensuring seamless communication across wealth management divisions. Kayla’s work emphasizes risk mitigation and the integration of family office solutions for high-net-worth clients.

Prior to her current role, Kayla served as Vice President in both Portfolio Operations and Wealth Management at Lido Advisors, where she gained expertise in portfolio construction, client advisory, and execution of multi-asset strategies. She is known for her experience in core, tactical, and alternative asset classes, specifically focusing on equities, fixed income, and private market allocations in support of sophisticated investor objectives. Across her roles, she has contributed to refining operational processes and improving investment advisory services for institutional and family office clients.

Kayla holds a Bachelor of Arts, Cum Laude, in Economics and Political Science from Miami University and completed additional studies at The London School of Economics and Political Science (LSE), demonstrating a strong foundation in financial theory and global markets. Her career achievements include advancing client-centric solutions, driving innovation in portfolio management workflows, and supporting Lido’s commitment to personalized wealth advisory for complex client needs.