pexels-trace-hudson-7142456_edited.jpg

Who We Are

Robert Lloyd, CFA

®

President and Chief Investment Officer

Robert Lloyd, CFA

(281) 720-8031

  • LinkedIn
  • Twitter

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 25 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. 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

(281) 720-8031

  • LinkedIn

Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.

 

Over the last six 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

(281) 720-8031

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.

Have Us Contact You
Office
Hours
Mon - Fri:  8:30 am - 4:30 pm
Sat - Sun:   closed
Contact