SVP / Senior Portfolio Manager MBA, CFA^®

Lloyd has over 30 years of experience in investment management, with experience as a research analyst, portfolio manager, and team leader. He is a nationally recognized expert in responsible and sustainable investing, and helped develop the Domini Social Index, the first broad-based responsible investment benchmark in the U.S. He is a Contributing Editor for the Journal of Impact and ESG Investing. Lloyd is passionate about investing, client communication and service.

• B.A. in English and Psychology, Vassar College
• Master’s in Business Administration with honors, Babson College
• Chartered Financial Analyst, CFA^®
• Visiting Scholar at the Kellogg School of Management at Northwestern University, where he plays a leading role in the Moskowitz Prize for sustainable investment research
• Member of the PRI (Principles for Responsible Investment) Academic Network Advisory Committee
• Previously served on the Sustainability Accounting Standards Board
• Received the SRI Service Award for his contributions to the field of responsible investment