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
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