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About
Trevor Larsen is a Portfolio Strategist at Lido Advisors, LLC, based in San Clemente, California. In his current role, he is responsible for developing investment strategies and managing portfolios for high-net-worth clients, ensuring that their objectives align with the latest market trends and opportunities. At Lido Advisors, he covers a broad range of asset classes, with a particular focus on equities, fixed income, and alternative investments.
Before joining Lido Advisors in 2025, Trevor spent nearly six years at Morin Private Client Group, LLC, where his roles included Research Associate, Analyst, and Client Service Specialist. His experience there equipped him with deep expertise in market research, client relations, and portfolio analysis, focusing on personalized wealth management solutions for affluent individuals and families.
Trevor holds a Bachelor of Arts in Business/Managerial Economics from California State University, Long Beach, and an Associate's degree in Economics from Saddleback College. His analytical skills and sector knowledge have contributed to successful portfolio outcomes and industry recognition, especially in guiding clients through complex market conditions and implementing evidence-based investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Portfolio Strategist | Feb 2025 to Present | — |
| Morin Private Client Group, LLC. | Research Associate, Analyst and Client Service Specialist | Sep 2020 to Feb 2025 | Research Associate and Client Service Associate |
| Morin Private Client Group | Research Associate | Feb 2019 to Feb 2025 | At Morin Private Client Group, I work under Robert Morin, the chief investment officer. I perform market research to find assets that would fit well in our clients’ portfolios and plans, and am consta... |
Education
California State University, Long Beach
Bachelor of Arts - BA, Business/Managerial Economics
2017 — 2019
Saddleback College
Associate's degree, Economics
2014 — 2017
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 |
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