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Matthew McCullough

Matthew McCullough

Associate, Trading and Investments at Lido Advisors, LLC

Alpharetta, GA , United States

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

OrganizationRoleDate RangeDetails
Lido Advisors, LLCAssociate, Trading and InvestmentsApr 2025 to Present
E*TRADE from Morgan StanleyActive Trader Service RepresentativeOct 2023 to Apr 2025
E*TRADE from Morgan StanleyElite 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)

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
Kevin Nguyen
Kevin Nguyen
Associate, Trading and InvestmentsWalnut, CA , 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
Showing 1-10 of 22 team members

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