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About
Shannon Girnun is currently an Associate in Private Client Services at Lido Advisors, LLC, based in Calabasas, CA. In this role, Shannon focuses on delivering comprehensive wealth management solutions to high-net-worth individuals and families, supporting the firm's holistic family office approach to legacy and wealth protection. Her responsibilities include helping clients with portfolio management, investment strategy, and personalized financial planning.
Prior to joining Lido Advisors, Shannon was an Associate at IDB Lido Wealth, LLC and worked as a Finance Broker and Account Manager at Equifund Financial Group from July 2023 to August 2024. At Equifund, she gained experience in financial brokerage, account management, and structuring investment opportunities for private clients, with exposure to a broad range of investment products.
Shannon holds a degree from King David Linksfield and leverages her expertise in client service, investment planning, and relationship management. At Lido Advisors, her investment focus areas include private client wealth strategies spanning equities, fixed income, and alternative asset classes, while emphasizing tailored solutions for affluent families and individuals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Associate | Feb 2025 to Present | — |
| IDB Lido Wealth, LLC | Associate | Feb 2025 to Present | — |
| Equifund Financial Group | Finance Broker and Account Manager | Jul 2023 to Aug 2024 | At Equifund Financial Group, I was responsible for managing end-to-end client relationships and securing optimal financing solutions for our clients. My role required a deep understanding of financial... |
| Shinobi Group | Head of Sales | Jun 2019 to Jun 2023 | At Shinobi Group, I led the sales team in driving significant growth within the rapidly evolving crypto market. My role involved not just meeting but consistently exceeding sales targets by securing s... |
| Israel Defense Forces | Paratrooper and Soldier | Sep 2017 to Sep 2019 | — |
Education
King David Linksfield
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 |
