James Lloyd
Advisor | Private Wealth Management | Entrepreneurs | Executives | NonProfits | Responsible Investing
- Role
- Principal at Bernstein Private Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About James Lloyd
I find it helpful to think about money in two fundamental ways: one, as a remover of…
Experience
Principal
Bernstein Private Wealth Management
Jul 2003 — Present
One primary factor (alongside others) that has kept me engaged at Bernstein since 2003 is the quality of people I have the privilege to call partners and teammates. There’s always someone smarter in the room. The level of intellectual rigor baked into our firm culture is matched only by the depth of integrity we demand from each other. You see this in every detail—from our research into the portfolios, planning work, and delivery of our advice. Bernstein is a place where the client truly does come first, and we have the intellectual capital to make that intention matter.
Education
Pomona College
BA
Skills
- Fixed Income
- Investment Advisory
- Alternative Investments
- Asset Allocation
- Investment Strategies
- Wealth Management
- Hedge Funds
- Asset Management
- Series 7
- Asset Managment
- Investments
- Equities
- Investment Management
- Portfolio Management
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