Jim Lloyd
Amministratore Delegato presso QP Wealth Management LLC
Profilo
Mr. James W.
Lloyd is a Co-Founder, Chief Executive Officer & Co-Chief Investment Officer at QP Wealth Management LLC.
He is responsible for shaping the strategic vision at QP Wealth Management.
Prior to co-founding QP Wealth Management, he was with Morgan Stanley where he served as an Alternatives Investment Director, Portfolio Management Director, and Family Wealth Director.
He served as Regional Sales Manager at Fleet Enterprises and Senior Vice President at Wachovia Securities before joining Morgan Stanley.
He holds a B.S.
in Accounting from Rutgers University.
Posizioni attive di Jim Lloyd
| Società | Posizione | Inizio |
|---|---|---|
QP Wealth Management LLC
 QP Wealth Management LLC Investment ManagersFinance QP Wealth Management LLC (QP Wealth) is an independent, SEC-registered investment advisor and multi-family financial services firm headquartered in Boca Raton, Florida. The firm was founded by James “Jim” Lloyd in 2019. QP Wealth offers comprehensive wealth management services to entrepreneurs and their families. | Amministratore Delegato | 01/05/2019 |
Precedenti posizioni note di Jim Lloyd
| Società | Posizione | Fine |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01/05/2019 |
| Wachovia Securities, Inc. | Corporate Officer/Principal | 01/11/2006 |
Formazione di Jim Lloyd
| Rutgers State University of New Jersey | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Aziende private | 2 |
|---|---|
| Wachovia Securities, Inc. | Finance |
QP Wealth Management LLC
QP Wealth Management LLC Investment ManagersFinance QP Wealth Management LLC (QP Wealth) is an independent, SEC-registered investment advisor and multi-family financial services firm headquartered in Boca Raton, Florida. The firm was founded by James “Jim” Lloyd in 2019. QP Wealth offers comprehensive wealth management services to entrepreneurs and their families. | Finance |
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