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 |
|---|---|---|
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 | 01/05/2022 |
Training of Nick Lloyd
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
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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