Profiel
Mr. John B.
Lloyd is Chief Investment Officer at Monte Capital Group LLC.
He is responsible for designing and executing each of firms portfolios, including its Managed Accounts.
He joined the team in 2010 and was central to the creation of the firm’s proprietary fundamental stock selection filters, options pricing models and related research.
He is also responsible for the day-to-day trading of the portfolio’s equity and volatility positions.
Mr. Lloyd began his investment career at Capstone Trading in 2005, which later became Capstone Investment Advisors, where he held various positions including: S&P options floor trader, VIX and SPX options trader, global index trader and global ETF options flow trader, with a focus on relative value volatility trading.
He received his undergraduate degree from Indiana University and an MBA from the University of Arizona.
Eerdere bekende functies van Brad Lloyd
Bedrijven | Functie | Einde |
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Monte Capital Group LLC
Monte Capital Group LLC Investment ManagersFinance Monte Capital Group LLC provides investment advice. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded in 2012 by Aron Gregory Schnell, who has been the CEO since 2012. | Chief Investment Officer | 01-05-2016 |
Capstone Investment Advisors LLC
Capstone Investment Advisors LLC Investment ManagersFinance Capstone Investment Advisors LLC (Capstone) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 by Paul Britton. Capstone provides investment advice to private investment vehicles (which includes the Capstone Funds), customized single investor vehicles, commingled fund structures and separately managed accounts. | Corporate Officer/Principal | - |
Opleiding van Brad Lloyd
Indiana University | Undergraduate Degree |
University of Arizona | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven in privébezit | 2 |
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Capstone Investment Advisors LLC
Capstone Investment Advisors LLC Investment ManagersFinance Capstone Investment Advisors LLC (Capstone) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 by Paul Britton. Capstone provides investment advice to private investment vehicles (which includes the Capstone Funds), customized single investor vehicles, commingled fund structures and separately managed accounts. | Finance |
Monte Capital Group LLC
Monte Capital Group LLC Investment ManagersFinance Monte Capital Group LLC provides investment advice. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded in 2012 by Aron Gregory Schnell, who has been the CEO since 2012. | Finance |