Who We Are
Robert Lloyd, CFA
®
President and Chief Investment Officer
Robert Lloyd, CFA® is President, Chief Investment Officer and founder of Lloyds Intrepid Wealth Management, and author of the book Central Markets.
During Rob's more than 28 years of experience in the financial industry, he has held positions as a trader, analyst, portfolio manager, and wealth manager while working at Invesco, CCM Opportunistic Advisors, and Merrill Lynch. At Invesco, he was lead portfolio manager of the AIM Summit and AIM Constellation Funds, managing approximately $5 billion.In another life, Rob served in the U.S. Navy for 8 years as a Naval Flight Officer flying in the S-3B Viking. For a complete resumé, visit his profile at LinkedIn.
Rob holds a B.B.A. in Management Information Systems from the University of Notre Dame and an M.B.A. from the University of Chicago.
Rob is a Chartered Financial Analyst.
Christopher Lloyd, CFP , AAMS
®
®
Vice President and Senior Wealth Planner
Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.
Over the last eight years, Christopher has held positions as an analyst, trader, wealth planner and business developer, while working at Chilton Capital Management, Merrill Lynch and Lloyds Intrepid Wealth Management. For a complete resumé, visit his profile at LinkedIn.
Christopher holds a B.S. in Economics with a minor in Business from Texas A&M University.
Christopher is a Certified Financial Planner certificant.
Brenda Lloyd
Lead Client Associate and Head of Operations
Brenda Lloyd is lead client associate and the head of operations for Lloyds Intrepid Wealth Management.
She has held positions at GE Capital's Commercial Distribution Finance division in retailer floorplan financing and is active in her local parish, most recently as assistant office manager for her church's Social Concerns Ministry.
Brenda earned her double major B.A. in Psychology and Business Administration (ALPA Program) and continued to earn her dual M.B.A. in International Finance and International Marketing all from the University of Notre Dame.