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
Fall in focus: 5 things investors should watch
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Beyond bonds: How to protect against inflation-led shocks
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Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
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Effective foundation and endowment money management techniques
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August 19, 2025Successfully raising your children to be ready to handle the responsibilities of stewarding your family’s wealth requires early and intentional learning opportunities.Read Now
Slower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.Read NowFall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowBeyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowThinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowInsight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowEffects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read NowEffective foundation and endowment money management techniques
August 21, 2025Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 19, 2025Successfully raising your children to be ready to handle the responsibilities of stewarding your family’s wealth requires early and intentional learning opportunities.Read NowSlower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.Read Now