Joseph Lloyd Email & Phone Number
Senior Vice President and Senior Investment Officer
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Joseph Lloyd Location
- Pittsburgh, PA, US
Joseph Lloyd Work
- Senior Vice President and Senior Investment Officer @ Richard K. Mellon and Sons (January 2026 - Present)
- Vice President and Investment Officer @ Richard K. Mellon and Sons (July 2025 - January 2026)
- Chief Investment Officer @ Trivedi Family Office (June 2022 - July 2025)
- Director of Investments @ Trivedi Family Office (September 2017 - June 2022)
- Vice President @ (January 2015 - September 2017)
- Associate @ (September 2011 - December 2014)
- Associate @ (December 2009 - September 2011)
- Senior Analyst @ (January 2005 - December 2009)
Joseph Lloyd Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
M.B.A. (Finance)
2011-2013 - University of Pittsburgh
Bachelor of Science in Business Administration (Finance and Accounting)
2001-2005
Joseph Lloyd Skills
- Asset Allocation
- Alternative Investments
- Private Equity
- Asset Management
- Investments
- Valuation
- Financial Modeling
- Portfolio Management
- Due Diligence
- Mutual Funds
- Venture Capital
- High Yield
- CMBS
- Commercial Real Estate
- Bloomberg
- Investment Management
- Financial Analysis
- Hospitality
- Customer Service
- Business Development
Joseph Lloyd Summary
- Joseph Lloyd, based in Pittsburgh, PA, US, is currently a Senior Vice President and Senior Investment Officer at Richard K. Mellon and Sons. Joseph Lloyd brings experience from previous roles at Richard K. Mellon and Sons, Trivedi Family Office and BlackRock. Joseph Lloyd holds a 2011 - 2013 M.B.A. in Finance @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Asset Allocation, Alternative Investments, Private Equity, Asset Management, Investments and more. Joseph Lloyd has 1 emails and 1 mobile phone numbers on RocketReach.
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