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@nhoffmanandco.com
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Lloyd Flood, Cfa is listed as Senior Investment Advisor at Nicholas Hoffman & Company at Nicholas Hoffman & Company, a company with 18 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at nhoffmanandco.com and a matched LinkedIn profile for Lloyd Flood, Cfa.
Lloyd Flood, Cfa previously worked as Senior Investment Advisor at Nicholas Hoffman & Company and VP, Sr. Portfolio Manager - Insurance Portfolio Management at Voya Investment Management. Lloyd Flood, Cfa holds Bachelor Of Science (Bs), Finance, General from Auburn University Raymond J. Harbert College Of Business.
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Extensive background managing assets for individuals and institutions. Serves as a primary resource/contact for clients seeking asset management in public and private markets and financial planning. Ability to think strategically and tactically while identifying solutions appropriate for each client’s situation. Member of the firm's Investment Committee and charged with due diligence responsibilities. Private investment experience includes Private Equity, Private Debt, and Real Estate as well as other alternative/multi-sector assets. Key part of role includes business development.
Listed skills include Asset Managment, Performance Attribution, Bloomberg, Asset Allocation, and 9 others.
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Greater Atlanta Area
Manage client relationships and assets within broad firm framework and offerings. Client specific connections and personalized analysis. Role requires extensive use of Schwab’s platform and Black Diamond. Client development skills as well as deep investment analysis are a key part of role.
Managed a $15 billion block of fixed income insurance assets for three major groups of insurance company clients with distinct strategic asset allocations and portfolio characteristic requirements. The business units included Life Products, Employee Benefits, and Institutional Markets.
Co-managed $13 billion of structured assets including Agency MBS and CMOs backed by Agency and non-Agency collateral and a book of floating rate mortgage related assets for leverage.
Client services reporting analyst on portfolio characteristics and responding to management inquiries. Position transitioned to a corporate market asset manager role.
Member of proactive capital markets team that was responsible for managing the investment portfolio, developing portfolio strategies, seeking market opportunities, and managing rate risk.
Other employees you can reach at nhoffmanandco.com. View company contacts for 18 employees →
Cole Kliphouse
Colleague at Nicholas Hoffman & Company
Atlanta Metropolitan Area, United States
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DT
Dwayne Terrell Ii
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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Nirvanna Silva, Cfp®
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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CG
Carl Gambrell
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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MM
Mike Masters
Colleague at Nicholas Hoffman & Company
Decatur, Georgia, United States, United States
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Tajaná Harrell
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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GM
Gary Martin, Cfa
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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MO
Marshall Otto
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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BH
Betsy Harris
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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RR
Richard Rushton
Colleague at Nicholas Hoffman & Company
Atlanta, Georgia, United States, United States
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Activities and Societies: Sigma Nu Fraternity
Quick answers generated from the profile data available on this page.
Lloyd Flood, Cfa works for Nicholas Hoffman & Company.
Lloyd Flood, Cfa is listed as Senior Investment Advisor at Nicholas Hoffman & Company at Nicholas Hoffman & Company.
AeroLeads has found 1 work email signal at @nhoffmanandco.com for Lloyd Flood, Cfa at Nicholas Hoffman & Company.
Lloyd Flood, Cfa is based in Atlanta, Georgia, United States while working with Nicholas Hoffman & Company.
Lloyd Flood, Cfa has worked for Nicholas Hoffman & Company, Voya Investment Management, and Bank South.
Lloyd Flood, Cfa's colleagues at Nicholas Hoffman & Company include Cole Kliphouse, Dwayne Terrell Ii, Nirvanna Silva, Cfp®, Carl Gambrell, and Mike Masters.
You can use AeroLeads to view verified contact signals for Lloyd Flood, Cfa at Nicholas Hoffman & Company, including work email, phone, and LinkedIn data when available.
Lloyd Flood, Cfa holds Bachelor Of Science (Bs), Finance, General from Auburn University Raymond J. Harbert College Of Business.
Lloyd Flood, Cfa is listed with skills including Asset Managment, Performance Attribution, Bloomberg, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, and Investment Management.
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