Profile
Mr. Nick Lloyd is a Portfolio Analyst & Trader at Novare Capital Management LLC.
Prior to joining Novare, Mr. Lloyd served 3 years working as a trader/paraplanner for Eagle Rock Wealth Management in New Jersey.
He graduated from Virginia Tech in 2018 with a Bachelor of Science degree in Finance.
Nick Lloyd active positions
Companies | Position | Start |
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Novare Capital Management LLC
Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Analyst-Equity | 30/04/2022 |
Training of Nick Lloyd
Virginia Polytechnic Institute & State University | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Novare Capital Management LLC
Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Finance |
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