K&B is pleased to announce that Melinda Lloyd has joined the firm as an Investment Advisor and Managing Director of The Lloyd Group. Melinda brings over 30 years of investment advisory experience managing individual client portfolios.
Born and raised in Ohio, she is a graduate of Wilson College in Chambersburg, Pennsylvania where she earned a B.A. in Economics, followed by an MBA in Finance at The Wharton School of the University of Pennsylvania.
Her experience in the financial community has been enhanced by extensive involvement in the non-profit world, including serving as one of the early presidents of The Financial Women’s Association, the Wharton Graduate Executive Board of the University of Pennsylvania, as well as numerous roles in the Episcopal Diocese of New York, and in her own parish of St. James’ Church.