Benjamin Lloyd, CFA, currently serves as a Principal Investment Analyst in Public Markets at Exelon since April 2022, where responsibilities include portfolio monitoring, due diligence on new investment opportunities, and asset allocation support for the pension public markets investment team. Prior to Exelon, Benjamin held roles at Charles Schwab from November 2018 to April 2022 as Senior Manager and Manager of Investment Risk within Schwab Asset Management Solutions. Earlier experience includes positions at Morningstar from July 2016 to November 2018, where Benjamin advanced from Associate Investment Analyst to Senior Data Research Analyst and Product Consultant. Benjamin Lloyd earned a Bachelor of Arts in Economics from the University of Michigan and a Bachelor of Business Administration in Finance from the University of Michigan-Dearborn.
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