Nick serves as a Portfolio Analyst and Trader. He graduated from Virginia Tech in 2018 with a Bachelor of Science degree in Finance and is currently Level II CFA Candidate. Prior to joining Novare, Nick served 3 years working as a trader/paraplanner for Eagle Rock Wealth Management in New Jersey. He obtained his Series 7 and Series 66 licenses. Nick is a New Jersey native now living in South End Charlotte. In his free time, he enjoys golfing, hunting, fishing, and watching Hokies and Giants football.

Nicholas Lloyd
AVP, Portfolio Analyst & Trader
Novare Capital Management
United States, North Carolina, Charlotte
About Me
Profile Information
AVP, Portfolio Analyst & Trader
Novare Capital Management
Investment Team,Trading Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Aug 9, 2024
Work Experience
Novare Capital Management
AVP, Portfolio Analyst & Trader Dec 2023 - Present
Email: nlloyd@novarecapital.com
Keylinks
More profiles to browse
Todd Patton
Senior Vice President
BR
Brian Rudisill
Portfolio Manager at Novare Capital Management - Private Wealth Management & Planning for Successful Families
JB
James Baynard
Vice President
BR
Brando Reyna
Chief Investment Officer
You Might Like
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST