His education includes a year of study at the University of Reading in England. from the Paul Merage School of Business, University of California, Irvine, and his undergraduate degree in Psychology with a minor in Economics from the University of California, San Diego. He has worked in investing and wealth management since 2000.Īhmed earned his M.B.A. His experience also includes more than eight years with HighMark Capital Management, where he served as a Senior Portfolio Manager for private and institutional clients. Prior to joining Merrill, Ahmed worked at Wells Fargo Private Bank, where he was a Senior Investment Strategist. Deeply knowledgeable about investing and wealth planning, he combines these disciplines to devise elegant strategies to solve the complexities and challenges that significant wealth can entail. A keen listener and analytical thinker, he is skilled in helping clients discern what they really want to accomplish with their wealth, and then forging a clear path toward the attainment of those objectives. Ahmed works closely with entrepreneurs, wealth creators, senior executives, and other ultra-high-net-worth clients to help them grow, preserve, and transfer their wealth more effectively. A professional piano player, Alina also enjoys gourmet and international cooking, wine making and tasting, fruit and vegetable gardening, yoga, and snowboarding.Īhmed Khatib is a founder of Lloyd Khatib Group within Merrill Private Wealth Management. In addition, she is a co-founder of Women in Tech and Finance, a networking organization that fosters and supports the achievements of Silicon Valley women in venture capital, finance, and technology.Īlina and her husband Kevin live in San Carlos with their two daughters, Anna and Sasha. She chairs StarVista’s Board Development Committee and serves on its Community Engagement Committee. with Honors from University of California, Los Angeles, and her undergraduate degree in Finance, Summa Cum Laude, from the University of Houston.Īlina is a Vice Chair and a board member of StarVista, a Bay Area non-profit that provides community outreach and social services to children, young adults, and families. She has worked in private banking and wealth management since 2003.Īlina earned her M.B.A. She held a similar role with J.P. Morgan Private Bank, where she spent over ten years in its San Francisco, Los Angeles, and Houston offices. Prior to joining Merrill, Alina worked at Wells Fargo Private Bank, where she provided integrated wealth and investment advice to ultra-high-net-worth clients. Restless in her pursuit of client goals, she has particular depth in pre- and post-liquidity event planning, cash flow analysis, trust and estate planning services, and facilitating access to customized lending through Bank of America. Throughout her career, she has focused on the distinctive needs and priorities of this dynamic and accomplished clientele, helping them anticipate and navigate critical decision points in their financial lives and legacies. Alina provides tailored advice, proactive outreach, and forward-thinking strategies to ultra-high-net-worth entrepreneurs, executives, and their family members. Alina Lloyd is a founder of Lloyd Khatib Group within Merrill Private Wealth Management.
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