You're signed outSign in or to get full access.
Matthew McCullough
Associate, Trading and Investments at Lido Advisors, LLC
About
Matthew McCullough serves as an Associate on the Trading and Investments team at Lido Advisors, LLC, based in Alpharetta, Georgia. In this capacity, he is responsible for supporting portfolio transactions, executing trades, and assisting in delivering investment solutions for clients as part of Lido's holistic wealth management services. His role also involves collaboration with senior team members to implement trading strategies and optimize portfolio construction in alignment with client objectives.
He focuses on a broad array of asset classes, facilitating trades in equities, fixed income, and alternative investments as dictated by client requirements and Lido's investment philosophy. McCullough's prior experience at E*TRADE from Morgan Stanley—where he served as both an Elite Team Trader (FSR 2) and Active Trader Service Representative—has provided him with direct expertise in equity and derivatives trading, as well as first-hand insight into retail and institutional client servicing in the brokerage sector.
McCullough holds a Bachelor of Arts in Political Science and Government from the University of South Carolina, which complements his analytical approach to investment management. He is recognized for his diligence, attention to detail, and effective trade execution, contributing to Lido Advisors' reputation for comprehensive investment management and client-focused service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Associate, Trading and Investments | Apr 2025 to Present | — |
| E*TRADE from Morgan Stanley | Active Trader Service Representative | Oct 2023 to Apr 2025 | — |
| E*TRADE from Morgan Stanley | Elite Team Trader (FSR 2) | Jan 2023 to Oct 2023 | — |
Education
University of South Carolina
Bachelor of Arts - BA, Political Science and Government
2016 — 2020
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Signature Estate & Investment Advisors LLC | Los Angeles, CA , United States | |
| Partner | Signature Estate & Investment Advisors LLC | Cleveland, OH , United States | |
| Investment Analyst | Everett Harris & Co. /ca/ | Los Angeles, CA , United States | |
C Chris Aprill | Portfolio Manager and Family Office Liaison | Everett Harris & Co. /ca/ | Charlotte, NC , United States |
B Bobby Futch | Sr Business Analyst | Capital Group Private Client Services, Inc. | Helotes, TX , United States |
| Senior Vice President | Capital Group Private Client Services, Inc. | Baltimore, MD , United States | |
| Research Associate | Evoke Wealth, LLC | Los Angeles, CA , United States | |
| Associate | Evoke Wealth, LLC | Los Angeles, CA , United States |