Lloyd B. Rogers
Profile
Mr. Lloyd B.
Rogers is a Portfolio Manager at 300 North Capital LLC.
Prior to joining 300 North Capital in 2005, Mr. Rogers was previously employed as a Research Analyst by Vantis Capital Management LLC, an Analyst by Bel Air Investment Advisors LLC, an Analyst by Dorchester Capital Advisors LLC, and an Analyst & Trader by TransAmerica Investment Services, Inc.
Mr. Rogers received his BA in economics degree from the University of California, Berkeley and an MBA from the University of Southern California.
He is a Chartered Financial Analyst.
Former positions of Lloyd B. Rogers
| Companies | Position | End |
|---|---|---|
Vantis Capital Management LLC
 Vantis Capital Management LLC Investment ManagersFinance Vantis Capital Management LLC is an independent hedge fund management firm headquartered in Ketchum, Idaho. The firm offers investment products to high net-worth individuals and institutional clients. | Analyst-Equity | 30/10/2005 |
| TransAmerica Investment Services, Inc. | Corporate Officer/Principal | - |
Dorchester Capital Advisors LLC
 Dorchester Capital Advisors LLC Financial ConglomeratesFinance Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Analyst-Equity | - |
300 North Capital LLC
 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Portfolio Manager-Equities | - |
Training of Lloyd B. Rogers
| University of California, Berkeley | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
Vantis Capital Management LLC
Vantis Capital Management LLC Investment ManagersFinance Vantis Capital Management LLC is an independent hedge fund management firm headquartered in Ketchum, Idaho. The firm offers investment products to high net-worth individuals and institutional clients. | Finance |
300 North Capital LLC
300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Finance |
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Finance |
| TransAmerica Investment Services, Inc. | Finance |
Dorchester Capital Advisors LLC
Dorchester Capital Advisors LLC Financial ConglomeratesFinance Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States. | Finance |
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