CoverProfile

Nicholas Lloyd

AVP, Portfolio Analyst & Trader

Novare Capital Management

United States, North Carolina, Charlotte

About Me

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.

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

More profiles to browse

Profile Photo
Todd Patton
Senior Vice President
Profile Photo
Don Olmstead
Managing Director
CB
Cindi Bernart
Senior Vice President
Profile Photo
James Harlow
Analyst

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation