Kirk Malcolm

Kirk Malcolm is an Associate at Lido Advisors, LLC based in San Diego, CA, where he is responsible for supporting client portfolio management, conducting financial analysis, and assisting senior advisors in crafting tailored investment strategies. In his current role, he works closely with high-net-worth individuals and families, focusing on multi-asset portfolio allocations, long-term financial planning, and holistic wealth management solutions. Lido Advisors primarily operates across public equities, fixed income, and alternative investments, and Kirk contributes to investment analysis in these asset classes.

Prior to joining Lido Advisors, Kirk held progressive roles at KEYENCE CORPORATION as Account Executive 1 and Account Executive 2, where he managed business development and client relations in the technology sector. These roles honed his client communication skills and provided foundational experience with strategic account management in a fast-paced corporate environment.

Kirk holds a Bachelor of Science in Commerce with a concentration in Finance from Santa Clara University’s Leavey School of Business. His expertise spans investment portfolio construction, financial modeling, and risk assessment, positioning him to deliver thoughtful, client-focused investment solutions at Lido Advisors. He is committed to helping clients navigate complex markets and achieve their long-term goals through prudent, individualized strategies.