Lockwood Talmage Sloan
Gestionnaire de Portefeuille-Actions chez Shikiar Asset Management, Inc.
Profil
Mr. Lockwood T.
Sloan, CFA, is a Vice President at Shikiar Asset Management, Inc. He joined Shikiar Asset Management Inc. in 2015 and has responsibility for client relationships, corporate development and operational supervision.
Prior to joining Shikiar Asset Management, Mr. Sloan served for over seven years as a Vice President at Pershing/Bank of New York Mellon Capital Markets.
His career also includes having served in the wealth management divisions at U.S.
Trust Co. and Merrill Lynch.
Mr. Sloan holds a BA in Economics from Wheaton College and is a Chartered Financial Analyst.
Mr. Sloan is a member of the CFA Institute and the New York Society of Security Analysts.
Postes actifs de Lockwood Talmage Sloan
| Sociétés | Poste | Début |
|---|---|---|
Shikiar Asset Management, Inc.
 Shikiar Asset Management, Inc. Investment ManagersFinance Shikiar Asset Management, Inc. (Shikiar) is an independent registered investment advisor and wealth manager headquartered in New York City. The firm was founded by Stuart Shikiar in 1995. Shikiar provides portfolio management services to high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Lockwood Talmage Sloan
| Sociétés | Poste | Fin |
|---|---|---|
U.S. Trust Co. (New York)
 U.S. Trust Co. (New York) Investment ManagersFinance U.S. Trust Co. provides investment management and private banking services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Pershing & Co. | Corporate Officer/Principal | - |
Formation de Lockwood Talmage Sloan
| Wheaton College (Illinois) | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Shikiar Asset Management, Inc.
Shikiar Asset Management, Inc. Investment ManagersFinance Shikiar Asset Management, Inc. (Shikiar) is an independent registered investment advisor and wealth manager headquartered in New York City. The firm was founded by Stuart Shikiar in 1995. Shikiar provides portfolio management services to high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios. | Finance |
| Pershing & Co. | Finance |
U.S. Trust Co. (New York)
U.S. Trust Co. (New York) Investment ManagersFinance U.S. Trust Co. provides investment management and private banking services. The company is headquartered in New York, NY. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
