Bryce Coward, CFP®, CFA®

VP, Senior Wealth Manager

Bryce Coward joined Lido Advisors in 2022. Bryce started his career in finance in 2007, working in the corporate finance department of a high-growth telecommunications firm where he honed his skills in financial data analysis and modeling. He migrated to the financial services industry in 2009, working as an Equity Analyst for a globally recognized macroeconomic research and asset management firm. He later served as Portfolio Manager, and eventually Deputy Chief Investment Officer for a boutique asset management firm based out of Denver, Colorado. There, he co-managed a suite of 4 and 5-star rated funds as well as separately managed accounts for private clients. This prior experience included managing strategies that held domestic and foreign equities, fixed income, foreign exchange, precious metals, and options. He also personally serviced the firm’s largest clients and helped the firm raise more than $1bn during his tenure.

Bryce has a BSBA in International Business and an MBA in Finance, both from the University of Denver. He is a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™. Outside of work, Bryce enjoys playing competitive tennis, hiking, and seeing live music. He and his family live in Boulder, CO.