Lockwood T. Sloan, CFA

Lockwood T. Sloan, CFA

Mr. Sloan joined Shikiar Asset Management Inc. in 2015 and has responsibility for client relationships, corporate development and operational supervision.  Prior to joining our Firm, Mr. Sloan served for over seven years as a Vice President at Pershing/Bank of New York Mellon Capital Markets.  His career also includes having served in the wealth management divisions at U.S. Trust Co. and Merrill Lynch.  Mr. Sloan holds a BA in Economics from Wheaton College and is a Chartered Financial Analyst.  Mr. Sloan is a member of the CFA Institute and the New York Society of Security Analysts.