About Us
About Nubian Square
What Makes Us Right for You?
Ultimately, it comes down to our passion and experience for what we do and who we work with.
-
We are a mission driven firm that directly ties our success to the success of our clients and the communities they live in.
-
We go above and beyond making sure that you not only have have a plan, but also the tools & resources to keep you informed and empowered each step of the way.
-
Our passion for investing and engaging with companies that prioritize diversity exemplifies our mission to create wealth equity.
-
Having experience investing across public and private markets helps us create opportunities for growth through well diversified portfolios.
President & CEO
Jock Payten, CFA
Founding Nubian Square Investment Advisors is a purpose filled mission to build a diverse-owned, responsible investment business to bridge the gap between main street and wall street. Jock has worked across investment firms learning how to manage capital for working class community investors, affluent, high net worth, and institutional investors. From pushing for change as an investor in global companies, to financing a locally owned whole foods grocery store that provides ownership to community members and employees, to creating wealth plans that center people and their legacy – Jock has seen how capital planning can play a powerful role in society. For Jock, stewarding Nubian Square Investment Advisors is about making a difference for people, through finance.
Education & Professional Background
Bachelors in Finance - Fordham University’s Gabelli School of Business MBA - Wharton School at the University of Pennsylvania - Joseph Wharton & Toigo Foundation Fellow Chartered Financial Analyst (CFA) charterholder Series 65 License Holder Interim Managing Director - Ujima Fund, Boston Ujima Project Assistant Vice President, Equity Analyst - Eaton Vance Senior Analyst, Corporate Account Management - Ipreo Summer Analyst - Caro-Kann Capital, Merrill Lynch Private Banking & Investment Group, and UBS Wealth Management Interests Outside of work I enjoy spending time with family, spending time outdoors, with Omega Psi Phi Fraternity brothers, or exploring new places (South Korea and Egypt top the list)
Wealth & Impact Advisor
Jocelynn Ricard
Jocelynn has over a decade of experience in the affordable housing industry, where she has been a steadfast advocate for economic justice. Her work focused on affordable homeownership as a crucial pathway to building generational wealth. At Nubian Square Investment Advisors, Jocelynn continues this effort by promoting wealth equity and supporting individuals, families, and institutions in their pursuit of economic mobility. She is fueled by a profound dedication to economic equity and community empowerment, utilizing finance as a tool for building a life that you love.
Education & Professional Background
Bachelor of Arts degree in Sociology - Fordham University Pursuing Masters of Biblical Studies - Reformed Theological Seminary Sr. Dr. Community and Faith, Habitat for Humanity NYC Sr. Manager, All Angels’ Church Director, HDML Realty Director, Maggie's Place Interests Jocelynn serves as a trustee at The Awesome Foundation of New York City, where she awards micro-grants to vibrant projects throughout the city. She embodies the principle that, much like financial investments, small grants can yield substantial, compounding returns in community enrichment and development.
Associate Wealth Advisor
Antashé Howard
Antashé Howard is an experienced financial services professional who seeks to help bridge the wealth gap and inform others of the tools and resources available to achieve financial freedom and stability.
Upon graduation from Howard University, Antashé began her financial services career as a Mutual Fund Service Representative for Eaton Vance (acquired by Morgan Stanley) in Boston, MA. She has remained in the Registered Investment Advisor arena since 2019, serving as a Client Service Associate for multi-billion-dollar assets under management RIAs, Eaton Vance WaterOak Advisors (acquired by CI Financial) and Mariner Wealth Advisors. Antashé was promoted to Associate Wealth Advisor by Mariner Wealth Advisors in 2024. She relocated to Grand Rapids, MI to continue to assist with the development and expansion of a new and rapidly growing Mariner office that she had been supporting virtually for two years. Antashé worked alongside a small team of three to manage more than $269 million in assets under management.
Education & Professional Background
Bachelor of Business Administration in Finance - Howard University Associate Wealth Advisor - Mariner Wealth Advisors Cient Service Associate - Mariner Wealth Advisors Client Service Associate - Eaton Vance WaterOak Advisors Mutual Fund Service Representative - Eaton Vance Interests Antashé formerly served as the Region 3 Youth Board Member on the NAACP National Board of Directors for two terms. Her journey with the NAACP began as an NAACP Detroit Youth Council member at age sixteen. She also served one term as the President of the NAACP Michigan State Conference Youth and College Division. Antashé still enjoys Motown and soul sounds often played by elder relatives. She also enjoys dancing around the house as done with cousins in her youth.
Tax Planning & Solutions Advisor
Jakobe Clark, CPA
Jakobe K. Clark is a licensed CPA in the state of Michigan. As an experienced CPA with over 5 years working in finance and accounting, he’s held positions in both public accounting and consulting, working in varied organizational structures. After a successful launch in public accounting and consulting he founded Ironside Tax Services, where the company motto is to let all things be done decently and in order. His experience in Auditing, FP&A, and M&A has taught him how to collaborate effectively with individuals and business owners in varying states and navigating them towards long term financial success.
Education & Professional Background
Bachelors of Professional Accountancy - Saginaw Valley State University Senior Consultant - The Siegried Group Senior Transaction Advisory Services Consultant - Riveron Senior Associate - PwC
Senior Investment Analyst
Kyle Eppenger-Pope
Kyle Eppenger-Pope is a distinguished individual whose achieved academic excellence and professional achievements early in his career. Born with a drive for success, Kyle‘s journey began at Morehouse College, where he pursued his undergraduate studies with unwavering determination. Graduating with the highest honors, Kyle earned his place among the prestigious Phi Beta Kappa society and achieved the remarkable distinction of Summa Cum Laude. Kyle’s professional background includes internships, fellowships, and full-time roles at Fidelity Investments, D.E. Shaw, Investure, and Mercer Investments, each presenting unique challenges and opportunities for growth. Beyond his professional pursuits, Kyle remains deeply committed to giving back to his hometown community and alma mater. His volunteer endeavors with the Panola County NAACP and the Morehouse College Washington, D.C. Alumni Chapter serve as a testament to his unwavering dedication to making a meaningful difference in the lives of others.
Education & Professional Background
Bachelors of Arts in Economics - Morehouse College Phi Beta Kappa Summa Cum Laude Investment Analyst - Private Equity Co-Investments and Secondaries, Mercer Investments, LLC Investment Analyst - Investure, LLC Interests Outside of work, Kyle enjoys spending quality time with friends and family, visiting bespoke bookstores, maximizing his AMC Theater A-List Membership, reading historical fiction novels, and exploring running trails in the Carters Mountain range.
Board Advisor
Thomas Lloyd III
Thomas Lloyd III is a purpose driven business leader that is passionate about people and process efficiency. His career stems from four Fortune 100 organizations within several different industries. Thomas’s primary responsibilities over the past decade has been in Operations Management. His people passion is fueled through helping organizations build customer and employee experiences that are life changing. He is always looking for a better way to be more efficient and productive both personally and professionally.
Education & Professional Background
Bachelor of Science degree in Marketing and Management - Fordham University’s Gabelli School of Business MBA in Management - University of Dallas Satish and Yasmin Gupta College of Business Thomas also spent time at a Technology company called Call Box located in Dallas, TX. where he led a startup Call Center Implementation and Customer Operations. He later pivoted into the Financial Services industry at New York Life Insurance for a number of years in their Customer Service organization. Recently, Thomas has gained experience in Banking at both Wells Fargo and Citigroup. These experiences has helped shape Thomas’s unique perspective about Customer Care and Process improvement. As a Board Advisor, Thomas will help advise Nubian Square Investment Advisors become the world’s leading Investment Management company through expertise in Operational Excellence and strategically building an organization that’s known for memorable Customer Experiences. Interests Thomas enjoys spending time with his wife Cierra and kids Madisyn and Tylan, traveling to new places, working out, attending Concord Church, fellowshipping with his brothers in Omega Psi Phi Fraternity, Inc. and watching football.
Learn how we can create a plan for your financial future!
We create custom plans tailored to fit your specific needs.
Newsletter Subscription
By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
Nubian Square Investment Advisors LLC is a registered investment adviser located in Boston, MA. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.
Company
Legal Documents
Get In Touch
- advisor_services@nubiansquareia.com
- 617-318-7151