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
Don Olmstead
Managing Director
Profile Photo
Bill Baynard
Managing Director
BR
Brian Rudisill
Portfolio Manager at Novare Capital Management - Private Wealth Management & Planning for Successful Families
BR
Brando Reyna
Chief Investment Officer

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation