Profiel
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.
Actieve functies van Jim Lloyd
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-05-2019 |
Eerdere bekende functies van Jim Lloyd
| Bedrijven | Functie | Einde |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01-05-2019 |
| Wachovia Securities, Inc. | Corporate Officer/Principal | 01-11-2006 |
Opleiding van Jim Lloyd
| Rutgers State University of New Jersey | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Bedrijven in privébezit | 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 |
