Cathy Lloyd Email & Phone Number
Equity Research Analyst @ Tocqueville Asset Management
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Cathy Lloyd Location
- Portland, OR, US
Cathy Lloyd Work
- Equity Research Analyst @ (April 2025 - Present)
- Research Analyst, Partner @ Poplar Forest Capital LLC (December 2007 - April 2025)
- Investment Challenge Judge @ (January 2023 - January 2024)
- Finance Department, Advisory Board @ (January 2012 - January 2014)
- Investment Challenge Judge and Mentor @ (January 2009 - January 2014)
- Director of Research @ Schafer Capital Management (January 1997 - January 1999)
- Sr. Associate Investment Banking @ (January 1993 - January 1997)
- Associate Equity Research @ (January 1989 - January 1991)
- Fixed Income Salesperson @ (January 1987 - January 1989)
Cathy Lloyd Education
- Oregon State University
Financial Services (Finance)
- University of Virginia Darden School of Business
MBA (Finance)
Cathy Lloyd Skills
- Equities
- Equity Research
- Financial Modeling
- Investments
- Portfolio Management
Cathy Lloyd Summary
- Cathy Lloyd, based in Portland, OR, US, is currently a Equity Research Analyst at Tocqueville Asset Management. Cathy Lloyd brings experience from previous roles at Poplar Forest Capital LLC, CFA Institute and California State University, Long Beach. Cathy Lloyd holds a Financial Services in Finance @ Oregon State University. With a robust skill set that includes Equities, Equity Research, Financial Modeling, Investments, Portfolio Management and more. Cathy Lloyd has 3 emails on RocketReach.
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Top Tocqueville Asset Management Employees
Joseph Zock
Managing Director
New York, NY, US
Jason Scheibel
Director of Operations
New York, NY, US
Robert Kramer
Managing Director
New York, NY, US
Kelsey Graham
Chief Compliance Officer
Vero Beach, FL, US
Paul Lambert
Portfolio Manager, Tocqueville Opportunity Fund (TOPPX)
New York, NY, US
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