Cathy Lloyd
Analyst-Fixed Income at Poplar Forest Capital LLC
Profile
Ms. Catherine M.
Lloyd, CFA MBA, is Partner, Technology & Fixed Income Analyst at Poplar Forest Capital LLC.
Before joining Poplar Forest in 2007, Ms. Lloyd spent over ten years in the financial services industry.
Her experience includes a year as Director of Research for Shafer Cullen Capital Management, following six years with Morgan Stanley in New York in both the Equity Research and Investment Banking Departments.
She has also worked in the Fixed Income Trading Department at Manufacturers Hanover Company.
Ms. Lloyd earned a Master of Business Administration at the University of Virginia in 1993, and a B.S.
in Financial Services from Oregon State University in 1987.
She has held the designation of Chartered Financial Analyst since 2002.
Cathy Lloyd active positions
| Companies | Position | Start |
|---|---|---|
Poplar Forest Capital LLC
 Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Analyst-Fixed Income | 30/11/2007 |
Former positions of Cathy Lloyd
| Companies | Position | End |
|---|---|---|
Schafer Capital Management, Inc.
 Schafer Capital Management, Inc. Investment ManagersFinance Schafer Capital Management, Inc. is an independent hedge fund management firm headquartered in New York City. The firm was founded by David K. Schafer in 1982. They manage a private investment fund. | Corporate Officer/Principal | 30/12/1998 |
| Manufacturers Hanover Corp. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Training of Cathy Lloyd
| Oregon State University | Undergraduate Degree |
| University of Virginia Darden School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Poplar Forest Capital LLC
Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Manufacturers Hanover Corp. | Finance |
Schafer Capital Management, Inc.
Schafer Capital Management, Inc. Investment ManagersFinance Schafer Capital Management, Inc. is an independent hedge fund management firm headquartered in New York City. The firm was founded by David K. Schafer in 1982. They manage a private investment fund. | Finance |
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