Troy Jones
Executive Vice President, Senior Portfolio Manager, Lido Advisors
Biography
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
Education:
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.