Daniel Lloyd

Portfolio Manager-Equities at Forge First Asset Management, Inc.

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Profile

Daniel Lloyd is a Portfolio Manager who currently works at Forge First Asset Management, Inc. He previously worked as a Principal at State Street Global Markets LLC and as a Portfolio Manager at Raymond James Investment Counsel Ltd.
from 2010 to 2014.
He received his undergraduate degree from Carleton University in 2005.

Daniel Lloyd active positions

Companies	Position	Start
Forge First Asset Management, Inc. Forge First Asset Management, Inc. Investment ManagersFinance Forge First Asset Management, Inc. (Forge First) is an independent Canadian alternative asset manager headquartered in Toronto, Ontario. The firm was founded by Andrew S. McCreath in 2012. Forge First actively manages long/short funds that invest in a diversified basket of North American securities.	Portfolio Manager-Equities	2017-10-31

All active positions of Daniel Lloyd

Former positions of Daniel Lloyd

Companies	Position	End
Raymond James Investment Counsel Ltd. Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations.	Portfolio Manager-Equities	2013-12-31
State Street Global Markets LLC State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA.	Corporate Officer/Principal	-

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Training of Daniel Lloyd

Carleton University

Undergraduate Degree

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Linked companies

Private companies	3
Raymond James Investment Counsel Ltd. Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations.	Finance
State Street Global Markets LLC State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA.	Finance
Forge First Asset Management, Inc. Forge First Asset Management, Inc. Investment ManagersFinance Forge First Asset Management, Inc. (Forge First) is an independent Canadian alternative asset manager headquartered in Toronto, Ontario. The firm was founded by Andrew S. McCreath in 2012. Forge First actively manages long/short funds that invest in a diversified basket of North American securities.	Finance

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Daniel Lloyd