Lloyd Baxter Hahn IV

In 2018, Lloyd Baxter Hahn, IV completed his International MBA at the Darla Moore School of Business – University of South Carolina. There, he concentrated his studies in finance and supply chain management. He lived abroad in Paris where he studied the riverboat supply chains of the largest Parisian grocers and subsequently discovered his passion for French cheeses. While in graduate school, he worked for UPS in their Emerging Markets division refining their “final mile” delivery of vaccines and blood packets in Rwanda and Uganda.

Baxter joined Morgan Stanley as a Client Service Associate in 2014, where he supported clients in establishing retirement programs and led group education seminars. In this client-facing role, he gained valuable insight not only into client needs but also into the operational side of the financial services industry. Drawing on this experience, along with the processes he developed in business school, Baxter IV has built a management style centered on organization, efficiency, and disciplined execution. Baxter IV’s connection to the industry runs even deeper, he was quite literally born into wealth management, with his birth announced on the Interstate/Johnson Lane ticker tape.

With a multitude of solutions ranging from passive ETF portfolios, actively managed mutual fund platforms, private equity and other alternative investments, to our discretionary trading platform (PIM®), we can help you work towards your long-term goals. We enter each onboarding meeting with no products in mind – that mix is personally tailored to your own individual needs. It goes without saying, but we treat this money like it is our own.

In addition to helping his clients, he is committed to helping our community. He is Co-Director and Co-Founder of the Rainbow Fund, a non-profit philanthropic organization started in 2002 to benefit the Pee Dee Region of South Carolina. Away from the office, Baxter enjoys sitting on the beach with his wife, Katie, and daughter, Lillian.

CA Insurance License Number: 4397617. Resident State: SC