About
Thomas Ryan is an Associate in Trading and Investments at Lido Advisors, LLC, based in Malibu, CA, where he plays a key role supporting the firm’s portfolio management, trade execution, and investment strategy implementation. At Lido Advisors, he contributes to the management of client portfolios that span traditional equities, fixed income, and alternative asset classes such as private funds, real estate, and structured products, consistent with the firm’s broad investment mandate.
Prior to joining Lido Advisors in 2025, Thomas served as a Wealth Management Associate at Avitas Wealth Management, where he gained experience in comprehensive financial planning and client asset allocation from 2021 to 2025. Before specializing in wealth management, he worked as a Sales Account Executive at PaymentCloud, where he developed client relationship and analytical skills critical to investment advisory roles.
Thomas holds a Bachelor of Arts in Economics from Pepperdine University, providing a solid academic foundation for investment analysis and economic research. His expertise encompasses multi-asset trading, portfolio rebalancing, and supporting high-net-worth clients, with a particular emphasis on encompassing both public market and alternative investment solutions for affluent individuals and family offices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Associate, Trading and Investments | Jan 2025 to Present | — |
| Avitas Wealth Management | Wealth Management Associate | Feb 2021 to Apr 2025 | • Handle daily operational tasks including money movements, account creation, fund administration for private series, stock and alternative investment research using Bloomberg/Pitchbook, weekly and mo... |
| PaymentCloud | Sales Account Executive | Feb 2020 to Feb 2021 | • Consistently a top Account Manager every month closing between 15-30 merchant accounts. Merchant accounts give businesses the ability to accept credit card payments. With each closed account I would... |
| Churchill Management Group | Trading Intern | May 2019 to Jul 2019 | • Researched investment opportunities using fundamental and technical analysis.
• Exceeded expectations on weekly projects such as market studies.
• Headed projects dealing with Churchill’s internal d... |
| Ryan Capital Management LLC | Investment Analyst | Jun 2017 to Aug 2018 | • Studied investment strategies under hedge fund manager David Ryan.
• Researched industries, companies, and overall market conditions screening hundreds of stocks every day.
• Executed many successfu... |
| Los Angeles County Fire Department | Ocean Lifeguard Reccurent | May 2014 to Apr 2016 | • Achieved a leadership position through exemplary lifeguarding, EMS knowledge, and camaraderie with co-workers.
• Managed lifeguards at Malibu and received great performance evaluations from the supe... |
Education
Pepperdine University
Bachelor of Arts - BA, Economics
2015 — 2019
Oaks Christian
2010 — 2014
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 |
 | 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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 | 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 |
