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Kevin Nguyen

Kevin Nguyen

Associate, Trading and Investments at Lido Advisors, LLC

Walnut, CA , United States

About

Kevin Nguyen is currently an Associate in Trading and Investments at Lido Advisors, LLC, based in Walnut, California. In this role, he is responsible for executing trades and supporting the firm's portfolio management activities, with involvement in multiple asset classes and investment strategies within wealth management. His position at Lido Advisors has him contributing to the firm's holistic, family office-style approach aimed at preserving and growing client wealth.

Before joining Lido Advisors, Kevin built specialized expertise in futures trading, having served as a Proprietary Futures Trader at Elite Trader Funding LLC, and a Proprietary Funded Trader at Topstep. In these roles, he focused extensively on exchange-traded derivatives, risk management, and tactical trading strategies across commodities, equities, and indices.

Kevin holds a degree from The Ohio State University, grounding his analytical and quantitative approach to investments. His background reflects significant experience in alternative investments and active trading, with a focus on dynamic capital markets and a commitment to delivering value through precise execution and market insight.

Career History

OrganizationRoleDate RangeDetails
Lido Advisors, LLCAssociate, Trading and InvestmentsSep 2024 to Present
Elite Trader Funding LLCProprietary Futures TraderJan 2024 to Sep 2024
TopstepProprietary Funded TraderApr 2022 to Sep 2024
Cardinal HealthPharmacy Business ConsultantJul 2018 to Jan 2022
Cardinal HealthPharmacy Operations ConsultantMay 2017 to Jul 2018
Cardinal HealthSr. Analyst Sales Development ProgramMay 2016 to May 2017
Ecommerce Small BusinessSelf EmployedMay 2011 to May 2016

Education

The Ohio State University

2012 2016

Skills & Expertise

Leadership
Team Building
E Commerce
PowerPoint
Social Media
Customer Relations
Public Speaking
SharePoint
Social Innovation
Salesforce.com
B2B Sales
Retail
Sales
Data Entry
Cold Calling
Event Planning
Data Analysis
Consumer Research
Business Development
Market Research
Data Analytics
Healthcare
Life Sciences
Google Adwords
Fundraising
Strategic Planning
Product Sourcing
Competative Analysis
Microsoft Office
Microsoft Word
Entrepreneurship
Marketing
Microsoft Excel
Social Networking
Leadership Development
Training
Time Management
Customer Service
Social Media Marketing
Personal Branding
Management
Teamwork
Public Relations
Research
Marketing Strategy
Wholesale

Others at Lido Advisors, LLC (22)

NameRoleLocation
Candice Richardson
Candice Richardson
Vice President, Investments and AnalyticsSanta Monica, CA , United States
Janice Osugi
Janice Osugi
Senior Vice President, Senior Portfolio StrategistCA , United States
Michael Reis
Michael Reis
EVP, Portfolio ManagerBoston, MA , United States
Paul Ryan
Paul Ryan
Head Trader - SVPNew York, NY , United States
Sergio Duenas
Sergio Duenas
Senior Vice President Reseach and InvestmentsLos Angeles, CA , United States
Thomas Ryan
Thomas Ryan
Associate, Trading and InvestmentsMalibu, CA , United States
Anthony Clay
Anthony Clay
Wealth ManagerBellevue, WA , United States
Billy Nail
Billy Nail
Senior AssociateSan Diego, CA , United States
Chris DeSalvo
Chris DeSalvo
TraderChicago, IL , United States
Cqf Jeffrey Garden
Cqf Jeffrey Garden
Chief Investment OfficerLos Angeles, CA , United States
Showing 1-10 of 22 team members

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