Lloyd McClellandLloyd McClellandClient Associate
About Lloyd
Lloyd McClelland is a Client Associate at J.P. Morgan Wealth Management.
Lloyd joined the firm in 2023 with his colleagues from First Republic, where he spent five years. A reliable point of contact for clients, Lloyd serves as their liaison with other team members and handles transactions, account administration, wire transfers, and helps onboard new clients. He also performs day-to-day cash movement and assists team members in re-balancing client portfolios.
Lloyd relishes time spent interacting with clients, allowing him to bring context to the technical aspects of his job. He values the emails and calls he receives from clients, explaining how his efforts help them simplify their financial lives and allow them to meet their goals.
Lloyd graduated from the Lundquist College of Business at the University of Oregon with a BusinessFinance degree while double majoring in Romance Languages (Spanish and Italian). While there, he studied investments, corporate finance, valuations, commercial banking, and international finance. Today, he remains passionate about those disciplines, the exploration of other cultures through travel, language, food, and of course, Oregon Ducks football.
Insights
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