Lockwood Sloan is a CFA® charterholder with six years of industry experience, currently serving at Shikiar Asset Management Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in New York, NY. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, and foundations. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering active management strategies including covered call-writing and the use of option strategies.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.