Bryan Lopez Email & Phone Number

VP, Finance @ HB Wealth

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Bryan Lopez Location

Columbia, MD, US

Bryan Lopez Work

2025 - now VP, Finance @ HB Wealth
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2019 - 2025 Chief Financial Officer (WMS Partners) @ HB Wealth
2017 - 2019 Director of Public Market Research and Senior Portfolio Manager (WMS Partners) @ HB Wealth

2016 - 2017 Acting Chief Financial Officer (WMS Partners) @ HB Wealth
2013 - 2016 Acting Chief Operating Officer (WMS Partners) @ HB Wealth
2011 - 2013 Senior Portfolio Manager (WMS Partners) @ HB Wealth
2005 - 2011 Portfolio Manager (WMS Partners) @ HB Wealth
2004 - 2005 Accounting Associate (WMS Partners) @ HB Wealth

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Bryan Lopez Education

The Wharton School
B.S. (Finance and Accounting)
2000 - 2004
University of Pennsylvania
B.A. (International Studies)
2000 - 2004

Bryan Lopez Skills

Investment Management
Investments
Investment Advisory

Mutual Funds
Financial Analysis
Finance
Marketing Strategy
Leadership
Microsoft Excel
Management

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Bryan Lopez Summary

Bryan Lopez, based in Columbia, MD, US, is currently a VP, Finance at HB Wealth. Bryan Lopez brings experience from previous roles at HB Wealth. Bryan Lopez holds a 2000 - 2004 B.S. in Finance and Accounting @ The Wharton School. With a robust skill set that includes Investment Management, Investments, Investment Advisory, Mutual Funds, Financial Analysis and more. Bryan Lopez has 2 emails and 1 mobile phone numbers on RocketReach.

Bryan Lopez Emails

Found 2 emails

Bryan Lopez Phone Numbers

Found 3 phone numbers

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