![Jim Lloyd](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. James W.
Lloyd is a Chief Executive Officer & Co-Founder at QP Wealth Management LLC.
He is responsible for shaping the strategic vision at QP Wealth Management.
He started in the business in 1989 and witnessed an evolution in wealth management that has defined QP’s why and how.
Mr. Lloyd also brings extensive knowledge of alternative investments to the QP team.
His commitment to an enhanced due diligence process and ability to explain these complex products brings distinct value to the clients.
Prior to co-founding QP Wealth Management, Mr. Lloyd was with Morgan Stanley where he served as an Alternative Investments 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.
Postes actifs de Jim Lloyd
| Sociétés | Poste | Début |
|---|---|---|
QP Wealth Management LLC
 QP Wealth Management LLC Investment ManagersFinance QP Wealth seeks to build immediate momentum and long-term success uniquely tailored to the needs of their select clients. | Directeur Général | 01/01/2019 |
Anciens postes connus de Jim Lloyd
| Sociétés | Poste | Fin |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01/05/2019 |
Wachovia Securities, Inc.
 Wachovia Securities, Inc. Investment Banks/BrokersFinance Provides security Brokerage services | Corporate Officer/Principal | 01/11/2006 |
Formation de Jim Lloyd
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wachovia Securities, Inc.
Wachovia Securities, Inc. Investment Banks/BrokersFinance Provides security Brokerage services | Finance |
QP Wealth Management LLC
QP Wealth Management LLC Investment ManagersFinance QP Wealth seeks to build immediate momentum and long-term success uniquely tailored to the needs of their select clients. | Finance |
