Mr. Gordon earned a degree in finance and economics while contemporaneously earning a TX real estate brokers license. With an interest in economics, Mr. Gordon lead collegiate team projects and developed peer relationships with professors, including the Under Secretary of Commerce for the Bush Administration, where he collaborated on the development of U.S. economic development zones. In 2008, after the collapse of the mortgage-backed securities market, Mr. Gordon developed an economic alternative to Troubled Asset Relief Program which was presented to the then candidate for president.Mr. Gordon began his career in the investment department of a national real estate firm, which ended abruptly with a change in tax law. With the collapse of the real estate industry, Mr. Gordon turned his focus to the securities industry and at the age of 26 he became what industry insiders believed to be the youngest president of a registered securities firm in the history of the country. Mr. Gordon has since owned, managed, and consulted to various types of securities and investment banking firms. During the late ‘90’s Mr. Gordon was the CFO for a private investment bank owned by the late William I. Lee, founder of Triton Energy (symbol: OIL) with partner John Rauscher, Jr., Chairman of Rauscher, Pierce and Refsnes, now Royal Bank of Canada. Mr. Gordon was quickly promoted to president and became chief advisor to the Chairman, Mr. Lee. During this period Mr. Gordon worked with Salomon Brothers and Goldman Sachs where he introduced deals and participated in IPO’s and secondary offerings. Mr. Gordon has used his management skills to develop C-level offshore tax strategies, and most recently developed a special purpose vehicle to issue publicly traded ring-fenced notes for use by foreign portfolio managers. This development is now commonly known as privately traded funds.Mr. Gordon is presently the Managing Member of BD Financial Services Group (BDFSG), a financial services consulting firm that specializes in consulting to auditors that audit broker-dealers and registered investment advisors, and performs independent anti-money laundering testing to regulated financial institutions, both in the U.S. and British territories. Through BDFSG, Mr. Gordon has developed proprietary applications designed to assist financial institutions with demanding compliance requirements. Mr. Gordon enjoys snow-skiing, dirt bike/motocross riding, scuba diving and traveling the Caribbean.
Bd Financial Servicess Group
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Managing MemberBd Financial Servicess Group Jun 2013 - PresentHouston, Texas AreaBD Financial Services Group is a specialized financial services firm that provides, through contracted, licensed professionals, financial-related services to securities firms, investment banks, investment advisors, funds, and other in the investment management industry, including auditing (SEC 17a-4 compliant PCAOB auditors), independent anti-money laundering testing, corporate valuations, independent due diligence for broker-dealers engaged in securities underwritings. Consultation services to be the business community include capital acquisition planning to management; assuring high-growth businesses are prepared to scale and meet financial needs. Services include company overview and projections, discussing capital acquisition options and the effect on taxes and earnings, assuring books and records are adequate for capital acquisition, preparing the documents required by lenders and investors, and introduction and management of relationships to broker-dealers that specialize in raising capital or funds that invest in the client's industry.
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PresidentTotal Broker-Dealer Solutions Jun 2006 - PresentHouston, Texas Areangaged with senior-level management to ascertain scope of work, prepare contractual agreements, and personally undertake or supervise work to completion.Provided financial services, including review of accounting processes and supporting documentation, outlining and making correcting entries, writing and flowcharting procedures, maintenance of general and subsidiary ledgers, and preparation of financial statements.Provided consultative services to CPA’s respecting annual audits, specifically SEC -related issues that exceed GAAP, review of notes to financial statements, and the preparation, review and reconciliation of capital computations.Provided business development and consulting services to securities firms and businesses, including financial and operational compliance, independent testing of anti-money laundering procedures, third party due diligence, strategic planning and alliance development, and writing contractual agreements, business plans and offering memorandums.
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PresidentGordon & Associates Strategic Investments, Inc. May 1988 - PresentHouston, Texas AreaGordon & Associates Strategic Investments, Inc. is a privately held investment company engaged in financing, raising and structuring private capital transactions, consulting on financial transactions, arranging strategic business alliances, and acting in a Partner or Member capacity in various operating entities in which it makes an investment.
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Business Development ExecutivePetppo Jun 2012 - Jun 2013Houston, Texas AreaDeveloped the infrastructure capable of supporting a national network of care providers, developer distributors for each major metropolitan area, and a combination of retail, email and e-commerce marketing campaigns. -
Business Development SpecialistIa Capital Management, Llc Mar 2011 - Feb 2012Houston, Texas AreaMr. Gordon was the senior officer at IA Capital Management, LLC, where he managed the development of the Flexible Structured Notes program (FSN), a highly specialized open architecture-based special purpose vehicle (SPV) designed to provide investment advisors and project managers with the most advantageous investment management vehicle in the marketplace. The mission was to manage the creation of the product by coordinating the efforts of the legal team, trustees, and administrators in Luxembourg and the UK to create publicly-listed notes as an means through which investment advisors can efficiently and cost effectively offer their advisory services through a fund, where investors invest by purchasing ring-fenced notes issued by a special purpose vehicle of IA Capital Structures, S.A. (IACS). IACS is based outside of the United States and currently offers the product to advisors globally.
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ChairmanLsv, Ltd. Jan 2000 - Jun 2003Austin, Texas AreaLSV, Ltd. was one of the fastest growing securities broker-dealers in the country. As Chairman, Mr. Gordon established corporate governance protocols and established and developed internal operating procedures, supervised senior management and negotiated key operating and employment agreements, and managed all crisis situations and trading errors that potentially created significant risks. Mr. Gordon implemented growth strategies, successfully growing the company to over fifty offices in three years, and implemented an online account opening and trading platform, increasing the companies valuation by more then 2500% before it's sale.
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PresidentAaron Capital Feb 1997 - Dec 2000Houston, Texas AreaAaron Capital, under Mr. Gordon's control, was an international debt and equity trading and investment banking firm with operations in New York, Texas and California. Investment banking activities included the performance of due diligence, valuation analysis, contract negotiation, deal structuring, memorandum preparation/review and acquisition of capital. Mr. Gordon was quoted in a book written by Gary Weiss, titled "Born to Steal: When the Mafia Hit Wall Street”, as an individual that refused to permit organized crime to infiltrate his company’s New York City offices.
T. Lloyd Gordon Education Details
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Finance, Economics And Real Estate Investing
Frequently Asked Questions about T. Lloyd Gordon
What company does T. Lloyd Gordon work for?
T. Lloyd Gordon works for Bd Financial Servicess Group
What is T. Lloyd Gordon's role at the current company?
T. Lloyd Gordon's current role is Gordon Group of Companies.
What schools did T. Lloyd Gordon attend?
T. Lloyd Gordon attended Texas State University.
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