Vice Chair, Green Square Family Offices

Lloyd is the Vice Chair of Green Square Capital Advisors, a multi-family office asset management business. As a senior member of management, Lloyd participates in creating and overseeing the firm’s strategic plan. He also assists clients in developing their strategic plans around operating businesses, generational planning and family governance. Lloyd is also a member of the investment committee where he participates in developing, implementing and monitoring the investment strategy, as well as participating in the investment committee meetings.

Previously, Lloyd was the Lead Managing Director of CBIZ MHM, LLC serving as the Tax Practice Leader and member of the executive committee.  His primary client focus was strategic planning for high net worth families, income and estate tax planning, transaction advisory services for buyers and sellers of businesses, succession planning for business owners and trusted advisor for family offices.  He was also a member of Thompson Dunavant, PLC and TD Capital, LLC, a RIA, during his tenure at Thompson Dunavant.  Lloyd worked at Price Waterhouse, LLC in the Audit and Tax divisions working in the Financial Services Practice prior to joining Thompson Dunavant, PLC.

Lloyd graduated with a BA in Accountancy and Masters in Accountancy with an emphasis in Tax from the University of Mississippi.   He is licensed as a CPA in Tennessee and Mississippi.  He is a member of the American Institute of Certified Public Accountants and Tennessee Society of CPAs.  Lloyd currently volunteers as a youth football coach for disadvantaged youth in the Binghampton neighborhood of Memphis TN and serves on various nonprofit boards and committees.

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