![Lockwood Talmage Sloan](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>)
Lockwood Talmage Sloan
Gestionnaire de Portefeuille-Actions chez
Shikiar Asset Management, Inc.
Profil
Mr. Lockwood T.
Sloan, CFA, is a Vice President at Shikiar Asset Management, Inc. He joined Shikiar Asset Management Inc. in 2015 and has responsibility for client relationships, corporate development and operational supervision.
Prior to joining Shikiar Asset Management, Mr. Sloan served for over seven years as a Vice President at Pershing/Bank of New York Mellon Capital Markets.
His career also includes having served in the wealth management divisions at U.S.
Trust Co. and Merrill Lynch.
Mr. Sloan holds a BA in Economics from Wheaton College and is a Chartered Financial Analyst.
Mr. Sloan is a member of the CFA Institute and the New York Society of Security Analysts.
Postes actifs de Lockwood Talmage Sloan
| Sociétés | Poste | Début |
|---|---|---|
Shikiar Asset Management, Inc.
 Shikiar Asset Management, Inc. Investment ManagersFinance Shikiar seeks to provide optimal returns while limiting risk through consistent and long-term investments based on rigorous research and market tested experience. The firm utilizes an opportunistic approach to markets while simultaneously managing downside risk. They emphasize long-term global macroeconomic and secular trends as well as potential catalysts at the corporate level. Shikiar offers equity, fixed income, balanced and covered call-writing strategies. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Lockwood Talmage Sloan
| Sociétés | Poste | Fin |
|---|---|---|
U.S. Trust Co. (New York)
 U.S. Trust Co. (New York) Investment ManagersFinance Provides investment management and private banking services | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Pershing & Co.
 Pershing & Co. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Formation de Lockwood Talmage Sloan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
U.S. Trust Co. (New York)
U.S. Trust Co. (New York) Investment ManagersFinance Provides investment management and private banking services | Finance |
Shikiar Asset Management, Inc.
Shikiar Asset Management, Inc. Investment ManagersFinance Shikiar seeks to provide optimal returns while limiting risk through consistent and long-term investments based on rigorous research and market tested experience. The firm utilizes an opportunistic approach to markets while simultaneously managing downside risk. They emphasize long-term global macroeconomic and secular trends as well as potential catalysts at the corporate level. Shikiar offers equity, fixed income, balanced and covered call-writing strategies. | Finance |
Wheaton College (Illinois)
 Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pershing & Co.
Pershing & Co. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
