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 @
- 2019 -2025 Chief Financial Officer (WMS Partners) @
- 2017 -2019 Director of Public Market Research and Senior Portfolio Manager (WMS Partners) @
- 2016 -2017 Acting Chief Financial Officer (WMS Partners) @
- 2013 -2016 Acting Chief Operating Officer (WMS Partners) @
- 2011 -2013 Senior Portfolio Manager (WMS Partners) @
- 2005 -2011 Portfolio Manager (WMS Partners) @
- 2004 -2005 Accounting Associate (WMS Partners) @
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 2 emails and 1 mobile phone numbers on RocketReach.
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Top HB Wealth Employees
Randy Schultz
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Smyrna, GA, US
Joanna Irwin
Chief Marketing Officer, Shareholder
Atlanta, GA, US
Ross Bramwell
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Atlanta, GA, US
Drew Lagrande
Managing Director and Family Wealth Strategist
Florida, United States
Andy Berg
CEO
Atlanta, GA, US
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