Ben A. Lloyd, CFA

Ben A. Lloyd serves as an Investment Analyst for JFG Family Office. In his role, he conducts private capital due diligence and analysis, constructs and monitors client portfolios, performs public market research, manages ongoing client communications, and assists with database management. 

Prior to joining JFG, Ben held positions in client service and credit research at Longfellow Investment Management in Boston, MA as well as in client service at Lido Advisors in Boulder, CO. Ben graduated from the University of Massachusetts Dartmouth with a Bachelor of Science in Finance. He has also been awarded the Chartered Financial Analyst (CFA) designation.

Outside of work, Ben can be found hiking with his wife and dog, on his bike, or golfing.