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About
Lee Allen is an Associate in Private Client Services at Lido Advisors, LLC, based in Los Angeles, CA. In this role, he supports high-net-worth individuals and families through tailored wealth management solutions, including portfolio analysis and proactive financial advisory services. His responsibilities encompass advising on a range of investment opportunities, with a particular focus on wealth preservation, private client services, and holistic legacy planning consistent with Lido’s family office approach.
Prior to his current position, Lee gained valuable industry experience as a Finance Intern at Arrow Electronics, where he supported financial analysis and process improvement initiatives. His investment expertise covers multi-asset portfolios within the context of private wealth management, with exposure to equities, fixed income, and alternative investment strategies as part of client-centric financial planning.
Lee Allen holds a degree from the University of Colorado Boulder and graduated from Regis Jesuit High School, which provided the foundation for his career in finance. He is recognized for his analytical capabilities and commitment to delivering personalized solutions for private clients at Lido Advisors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Associate | Jun 2025 to Present | — |
| Lido Advisors, LLC | Associate | Apr 2024 to Jun 2025 | — |
| Arrow Electronics | Finance Intern | Jun 2023 to Aug 2023 | • Gathered actual accounting data for June and July P&L Statement in order to present to other analysts, managers, and CFO • Constructed excel sheet to track inbound and outbound freight expenses rang... |
| Gaylord Hotels | General Service Valet Captain | Jul 2022 to Aug 2023 | • Excelled in a high-pressure environment as valet utilizing excellent communication and customer service skills • Directed a team of two to five valets on any given shift, promoting teamwork and outs... |
| Leeds Investment and Trading Group | Club Member | Aug 2019 to Aug 2023 | • Generate stock recommendations for portfolios by analyzing and discussing current market events and financial news • Attend and present at weekly meetings to include discussions about everything rel... |
| Phi Delta Theta Fraternity | House Manager | Aug 2021 to Aug 2022 | • Manage housing operations for 35 residents of a multi-million-dollar property to include yearly operating budget • Served as liaison and property support manager for landlord • Collected and managed... |
| Gaylord Hotels | General Service Valet Associate | May 2021 to Aug 2021 | • Excelled in a high-pressure environment as valet utilizing excellent communication and customer service skills • Managed up to 1,000 guest vehicles in each month, during peak times up to 100 cars a ... |
| Accept.inc | Intern | Jun 2020 to Aug 2020 | • Shadowed COO, Chief of Staff, Brand Lead, Loan Officers, and Valuation Officers • Created and managed lead data via Excel and researched and reported on title insurance law in Colorado • Acquired ba... |
| Tommy Hilfiger | Sales Associate | May 2018 to Aug 2020 | • Provided excellent customer service to store clients while learning and developing sales skills • Employee of the Month: July 2018 and August 2020 • Responsible for training of new hires Collaborate... |
Education
University of Colorado Boulder
2019 — 2023
Regis Jesuit High School
2015 — 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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