Perfil
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.
Cargos activos de Jim Lloyd
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director Ejecutivo | 01/05/2019 |
Antiguos cargos conocidos de Jim Lloyd.
| Empresas | Cargo | Fin |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01/05/2019 |
| Wachovia Securities, Inc. | Corporate Officer/Principal | 01/11/2006 |
Formación de Jim Lloyd.
| Rutgers State University of New Jersey | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Jim Lloyd
