Sergio Duenas

Sergio Dueñas, CFA, is Senior Vice President of Research and Investments at Lido Advisors, LLC, where he leads the firm's investment research and portfolio management initiatives from their Los Angeles office. In this role, he is responsible for overseeing the development and implementation of investment strategies, asset allocation, and analytics to support both institutional and high-net-worth clients.

Throughout his tenure at Lido Advisors, Dueñas has held progressively senior positions, including Vice President of Investments and Analytics and Investment Analyst, reflecting his in-depth knowledge of public equities, fixed income, and alternative investments. He focuses on crafting multi-asset class portfolios with a particular emphasis on diversification and risk management, covering traditional market sectors as well as alternative and opportunistic asset classes.

Dueñas holds a Bachelor of Business Administration in Finance from California State University–Long Beach and is a CFA charterholder. Recognized for his expertise in investment analytics, he has contributed to the firm's thought leadership and has played a key role in developing analytical models and tools that inform Lido Advisors’ investment decisions.