Value Investing Since 1974

CFP®, CTFA, Relationship Manager As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
David B. Lloyd, CFP®, CTFA

David B. Lloyd, CFP®, CTFA


Relationship Manager

  • Joined Century Management in 2004
  • Financial Professional since 1982
  • University of Colorado, Boulder, BA Environmental Design/Architecture
  • Graduate American Bankers Association National Graduate Trust School

As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.

Prior to joining Century Management, he was a trust officer and employee benefit plan administrator for Trust Company of America, a trust officer and vice president for First Interstate Bank of New Mexico, a financial consultant for Merrill Lynch & Company, and an investment specialist for Charles Schwab & Company. David is married and has two sons.

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