Troy Jones

Troy Jones

Executive Vice President, Senior Portfolio Manager, Lido Advisors


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Troy served on the finance councils of The United Way of Santa Cruz and the Diocese of San Jose.

Joined Lido: 2024

Homebase: Los Gatos, California

Professional Focus:
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.

Professional Designation:
CFA Charterholder

B.S., Finance, University of Oregon

Previous Work Highlights:
Troy began his investment career on Wall Street with E.F. Hutton & Company, before joining Western Capital Management Company where he was responsible for actively managing $500 million.

Personal Facts:
Troy has also served on the boards of Boys and Girls club of Silicon Valley and the San Jose Rotary Club, including two terms as Treasurer.

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