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.
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We are a mission driven firm that directly ties our success to the success of our clients and the communities they live in
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We believe in moral obligations that go above and beyond making sure you have a plan, but also providing tools & resources so that you feel informed and empowered each step of the way
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Our strong passion for investing and engaging with companies that prioritize environmental, social, and governance best practices underpins our investment philosophy
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Having experience in private and public markets investments 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. I’m grateful to have worked across firms learning how to manage capital for working class community investors, affluent, high net worth, and institutional investors. I’ve seen how capital can be impactful – from pushing for change through shareholder engagement at the largest companies in the world, to financing the locally owned whole foods grocery stores that provide ownership to community members and employees. Stewarding this business 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, working out, and exploring new places (South Korea and Egypt top the list)
Chief Operating Officer
Jocelynn Ricard
With a decade-long foundation in the affordable housing industry, I’ve championed economic justice, advocating for affordable homeownership as a vital means of building generational wealth. At Nubian Square Investment Advisors, I am dedicated to furthering this mission, empowering individuals and families to increase their equity through responsible investments. My journey is driven by a deep commitment to economic equity and community empowerment, leveraging financing as a toll for wealth building.
Education & Professional Background
Bachelor of Arts degree in Sociology - Fordham University Pursuing Masters of Biblical Studies - Reformed Theological Seminary Interests Outside of Jocelynn's professional, I am deeply invested in building communities in faith, exploring the richness of diverse cultures through travel, and savoring the world's culinary landscapes
Senior Investment Analyst
Kyle Eppenger-Pope
Kyle Eppenger-Pope is a distinguished individual whose academic excellence and professional achievements have distinguished him amongst his peers. Born with an innate curiosity and 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. His academic prowess and dedication to excellence set a solid foundation for his future endeavors in the finance industry. Following his graduation from Morehouse College, Kyle has embarked on a storied career path as he ventured into internships, fellowships, and full-time roles at Fidelity Investments, D.E. Shaw, Investure, and Mercer Investments, each presenting unique challenges and opportunities for growth. Throughout his career, Kyle demonstrated an unparalleled commitment to excellence. Beyond his professional pursuits, Kyle remains deeply committed to giving back to his community. His volunteer endeavors 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, trying new restaurants, tending to his micro-garden, reading the bible and John Grisham novels, and exploring running trails in Carters Mountain range (a.k.a. Brown’s Mountain).
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.
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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.
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- advisor_services@nubiansquareia.com
- 617-318-7151