Lloyd Kurtz

Lloyd Kurtz

Lecturer of social investing

Biography

Lloyd Kurtz is a lecturer of social investing at the Center for Responsible Business, Haas School of Business, a lecturer in finance at Santa Clara University and is Chief Investment Officer at Nelson Capital Management.

Lloyd oversees the investment process and manages portfolios for institutional and high net worth clients at Nelson Capital, a Palo Alto money management firm affiliated with Wells Fargo. Prior to joining Nelson, Lloyd spent nine years as a research analyst and Director of Quantitative Research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm; and before that was Senior Research Analyst at KLD Research & Analytics in Boston.