Stefan Lloyd
Interim Strategy & Capital Advisor | Fractional CSO | Cross-Border Growth | Capital Formation & Market Expansion
- Role
- Registered Investment Advisor at Provident Wealth Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Stefan Lloyd
I help leadership teams navigate capital, growth, and strategic inflection points with clarity and precision.My work sits at the intersection of capital markets sophistication and founder-level execution. I’ve built and led AI-driven investment platforms, structured cross-border capital strategies across U.S. and European markets, and advised private and institutional clients on growth positioning, investor readiness, and expansion initiatives.Organizations typically engage me when they are:• Preparing for a capital raise• Entering new geographic markets• Experiencing strategic drift• Optimizing capital structure• Navigating executive transition• Facing a high-stakes decision requiring financial and strategic rigorAs Founder of Almond Capital and Managing Partner of Ovington Advisors, I have developed quantitative investment frameworks, secured institutional capital, and guided leadership teams through complex market dynamics.I also served as President of the Swedish American Chamber of Commerce Texas, strengthening bilateral trade and corporate expansion between Sweden and the United States.Currently available for:• Interim / Fractional CSO mandates• Capital strategy advisory• Growth and market expansion sprints• Executive-level strategic intensivesIf you’re navigating a pivotal growth or capital decision, feel free to message me directly.
Experience
Registered Investment Advisor
Jun 2024 — Present · Dallas, TX, US
Provide comprehensive wealth management and investment advisory services to high-net-worth clients.
Education
University of Gothenburg
Master of Science (MSc), Finance, Economics
1999 — 2001
Skills
- Leadership
- Mergers & Acquisitions
- Entrepreneurship
- Hedge Funds
- Equities
- Business Development
- Corporate Finance
- Venture Capital
- Management
- Portfolio Management
- Start-Ups
- Asset Management
- Management Consulting
- Commodity
- Strategy
- Mutual Funds
- Investments
- Asset Managment
- New Business Development
- Marketing Strategy
- Strategic Planning
- Negotiation
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