Matthew Lloyd is an experienced finance professional with a strong background in investment management and client relations. Currently serving as Director at WisdomTree Asset Management since November 2020, Matthew has previously held roles as Associate Director and Associate within the same organization. Prior experience includes working as an Internal Wholesaler at Lincoln Financial Group and as a Brokerage Investment Professional at Vanguard, where Matthew demonstrated expertise in creating tailored investment solutions and maintaining client relationships. Early career experiences include a Wealth Management Internship at Oppenheimer & Co. Inc. and an Internship at Benchmark Planning Group, focusing on portfolio creation and insurance benefit packages. Matthew holds a Bachelor’s Degree in Economics from Penn State University and has obtained Series 7 and 63 licenses.
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