Bryan Lopez Email & Phone Number
VP, Finance @ HB Wealth
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Bryan Lopez Location
- Columbia, MD, US
Bryan Lopez Work
- VP, Finance @ (January 2025 - Present)
- Chief Financial Officer (WMS Partners) @ (November 2019 - January 2025)
- Director of Public Market Research and Senior Portfolio Manager (WMS Partners) @ (May 2017 - November 2019)
- Acting Chief Financial Officer (WMS Partners) @ (January 2016 - May 2017)
- Acting Chief Operating Officer (WMS Partners) @ (October 2013 - January 2016)
- Senior Portfolio Manager (WMS Partners) @ (April 2011 - October 2013)
- Portfolio Manager (WMS Partners) @ (September 2005 - April 2011)
- Accounting Associate (WMS Partners) @ (June 2004 - September 2005)
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
- Strategy
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 3 emails and 1 mobile phone numbers on RocketReach.
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