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Partner & Practice Leader
Lloyd is a Partner in the New York office and leads the firm’s Wealth Management practice. He has more than thirty years of advisory experience.
Prior to joining Cerity Partners, Lloyd was the Co-CEO of EMM Wealth, a fifty-year-old multi-family office. In his role, he worked closely with clients regarding asset allocation strategies, cash-flow management, retirement, and family and generational planning. Lloyd also founded a program for high school juniors and seniors to encourage financial literacy in younger generations (formerly known as EMM University). He previously worked as an Associate Director of Equity Research at Market Guide, Inc., where he focused on small-cap and mid-cap equity research, and as an investment advisor at Gruntal & Co. Earlier in his career, Lloyd was a senior tax advisor at KPMG, providing specialized tax planning and compliance services.
Introduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life. Dive into the world of financial literacy early, tailor the education to your family's unique wealth narrative, and lead by example.
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