Lockwood Talmage Sloan
Portfolio Manager-Equities at Shikiar Asset Management, Inc.
Profile
Mr. Lockwood T.
Sloan, CFA, is a Vice President at Shikiar Asset Management, Inc. He joined Shikiar Asset Management Inc. in 2015 and has responsibility for client relationships, corporate development and operational supervision.
Prior to joining Shikiar Asset Management, Mr. Sloan served for over seven years as a Vice President at Pershing/Bank of New York Mellon Capital Markets.
His career also includes having served in the wealth management divisions at U.S.
Trust Co. and Merrill Lynch.
Mr. Sloan holds a BA in Economics from Wheaton College and is a Chartered Financial Analyst.
Mr. Sloan is a member of the CFA Institute and the New York Society of Security Analysts.
Lockwood Talmage Sloan active positions
| Companies | Position | Start |
|---|---|---|
Shikiar Asset Management, Inc.
 Shikiar Asset Management, Inc. Investment ManagersFinance Shikiar Asset Management, Inc. (Shikiar) is an independent registered investment advisor and wealth manager headquartered in New York City. The firm was founded by Stuart Shikiar in 1995. Shikiar provides portfolio management services to high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios. | Portfolio Manager-Equities | 31/12/2014 |
Former positions of Lockwood Talmage Sloan
| Companies | Position | End |
|---|---|---|
U.S. Trust Co. (New York)
 U.S. Trust Co. (New York) Investment ManagersFinance U.S. Trust Co. provides investment management and private banking services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Pershing & Co. | Corporate Officer/Principal | - |
Training of Lockwood Talmage Sloan
| Wheaton College (Illinois) | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Shikiar Asset Management, Inc.
Shikiar Asset Management, Inc. Investment ManagersFinance Shikiar Asset Management, Inc. (Shikiar) is an independent registered investment advisor and wealth manager headquartered in New York City. The firm was founded by Stuart Shikiar in 1995. Shikiar provides portfolio management services to high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios. | Finance |
| Pershing & Co. | Finance |
U.S. Trust Co. (New York)
U.S. Trust Co. (New York) Investment ManagersFinance U.S. Trust Co. provides investment management and private banking services. The company is headquartered in New York, NY. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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