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Paul Ryan

Paul Ryan

Head Trader - SVP at Lido Advisors, LLC

New York, NY , United States

About

Paul Ryan is the Managing Director and Head Trader (SVP) at Lido Advisors, LLC, where he leads the trading desk and oversees strategies for an $11 billion portfolio targeting high net-worth individuals, trusts, and family offices. Based in New York, he is responsible for developing and implementing risk-managed trading strategies as part of Lido Advisors’ boutique wealth management offerings, with a focus on portfolio execution and risk controls tailored to client objectives.

Throughout his tenure at Lido Advisors, Ryan has progressively advanced from Trader to Senior Trader, and ultimately to his current leadership role. His expertise spans equities, fixed income, and alternatives, reflecting Lido’s diverse approach to building risk-adjusted portfolios for clients. He is recognized for contributions to investment strategy and market commentary, regularly providing market updates for clients and stakeholders.

Ryan holds a degree from Florida Southern College and brings over a decade of trading and investment management experience. His career is marked by a deep commitment to prudent risk management and innovative trading solutions within the wealth advisory sector, making him a key figure shaping investment strategy at Lido Advisors.

Career History

OrganizationRoleDate RangeDetails
Lido Advisors, LLCHead Trader - SVPNov 2018 to Present
Lido Advisors, LLCSenior TraderJun 2015 to Nov 2018
Lido Advisors, LLCTraderMar 2013 to Jun 2015
Morgan StanleyTrader’s Assistant, ETF and Proprietary Equities Desk - Institutional Secure GroupApr 2010 to Mar 2013
Morgan StanleyClient Operations, Open and Closed and Institutional FundsMay 2007 to Apr 2010

Education

Florida Southern College

2001 2006

Skills & Expertise

Risk Management
Operational Risk
Operational Risk Management
ETFs
Financial Operations
Documentation
Excel
Process Control
Settlements
Trade Facilitation
Securities Lending
Equities
Proprietary Trading
Conversions
Transfer Agency
Fund Services
Business Optimization
Account Reconciliation
Middle Office
Settlement
Business Process Improvement
Microsoft Excel
Securities
Hedge Funds
Management
Financial Services
Trading
Asset Management
Portfolio Management

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
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
Cqf Jeffrey Garden
Cqf Jeffrey Garden
Chief Investment OfficerLos Angeles, CA , United States
Showing 1-10 of 22 team members

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