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Stephen Henry,
CAIA
Director, Options Strategist
Stephen has spent two decades building teams, developing technology, and leading options portfolios through multiple market cycles.
Stephen researches, implements, and manages option-based strategies on behalf of institutions and clients, bringing a disciplined, research-driven approach to every portfolio he oversees.
Prior to joining Lido Advisors, Stephen served as Senior Portfolio Manager in the Options Strategy Group at Wells Fargo, managing bespoke options strategies for high-net-worth and ultra-high-net-worth clients and providing market commentary to advisors nationwide. Before that, he founded Sauganash Capital Management, where he developed proprietary strategies and technology as Portfolio Manager. Earlier in his career, he held senior trading and leadership roles at Scalp Trade, TradeLink, and PTR Trading, building deep expertise in equity derivatives, volatility strategies, and risk management.
When he’s not managing portfolios, Stephen enjoys traveling, spending time with family, and watching UVA sports.
- M.B.A., Northwestern University Kellogg School of Management
- B.S., Commerce and Economics, University of Virginia
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