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
- 2026 -now Senior Vice President and Senior Investment Officer @ Richard K. Mellon and Sons
- 2025 -2026 Vice President and Investment Officer @ Richard K. Mellon and Sons
- 2022 -2025 Chief Investment Officer @ Trivedi Family Office
- 2017 -2022 Director of Investments @ Trivedi Family Office
- 2015 -2017 Vice President @
- 2011 -2014 Associate @
- 2009 -2011 Associate @
- 2005 -2009 Senior Analyst @
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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