Managing Director, Senior Portfolio Manager, Lido Advisors
Managing Director, Senior Portfolio Manager, Lido Advisors
Joined Enterprise
2024
Homebase
Los Gatos, CA
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.
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.
Professional Designations
Chartered Financial Analyst
Education
B.S., Finance, University of Oregon
Education
B.S., Finance, University of Oregon
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.
Connect with Troy
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Jennifer manages the California Trust Team focusing on areas of Client Relationship Management, Trust Administration and Estate Settlement. Developing long term relationships motivates Jennifer in her quest for providing an unparalleled client experience.
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.