About
Michael Reis serves as Executive Vice President and Portfolio Manager at Lido Advisors, LLC in Boston, MA, where he leads client portfolio management with a focus on innovative investment strategies and client outcomes. He is recognized within the firm for overseeing portfolios that incorporate multi-asset and options-based investment approaches, drawing on deep expertise in alternative strategies developed over a decades-long career.
Before joining Lido Advisors, Mr. Reis managed options strategies as Portfolio Manager at Oakhurst Advisors, and held the position of Regional Investment Strategist at Charles Schwab, where he provided strategic asset allocation and market guidance. His investment experience spans equity and derivatives markets, with particular emphasis on risk-managed, options-driven portfolios and pooled investment vehicles.
Michael holds a BA in Chemistry and Economics from Williams College and is an alumnus of Belmont Hill School. He is acknowledged for integrating quantitative rigor with macroeconomic insights and has contributed to the advancement of risk-managed solutions and customized investment strategies for high-net-worth clients and institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | EVP, Portfolio Manager | May 2022 to Present | — |
| Oakhurst Advisors LLC | Portfolio Manager - Options Strategies | Nov 2020 to May 2022 | — |
| Charles Schwab | Regional Investment Strategist | Jan 2015 to Jan 2019 | — |
| Charles Schwab | Sr. Derivatives Trading Specialist | Jan 2014 to Jan 2015 | — |
| Merrill Lynch | Financial Advisor | Jan 2012 to Jan 2013 | — |
| Concord Energy, LLC & MWD Trading, LLC | Derivatives Trader and Portfolio Manager | Jan 2006 to Jan 2010 | — |
| Gelber Group LLC | Proprietary Trader | Jan 1999 to Jan 2006 | — |
| Lee Trading | Trader - CBOT Member | Jan 1998 to Jan 1999 | — |
Education
Williams College
BA, Chemistry, Economics
1990 — 1994
Belmont Hill School
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 |
 | 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 |
 | Chief Investment Officer | Los Angeles, CA , United States |
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