Jared Lopez Email & Phone Number
Portfolio Manager @ EP Wealth Advisors
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Jared Lopez Location
- California, United States
Jared Lopez Work
- 2022 -now Portfolio Manager @
- 2018 -2022 Wealth Advisor and Portfolio Manager, Assistant Vice President @
- 2017 -2018 Portfolio Analyst @
- 2015 -2017 Senior Client Service Representative @
- 2014 -2015 Intern @
Jared Lopez Education
- UCLA Anderson School of Management
Master of Business Administration - MBA
2020-2023 - University of Nevada, Reno
Bachelor of Science - BS (Finance)
2011-2014
Jared Lopez Summary
- Jared Lopez, based in California, United States, is currently a Portfolio Manager at EP Wealth Advisors. Jared Lopez brings experience from previous roles at First Bank, BNY Mellon, Capital Group | American Funds and Nevada State Bank. Jared Lopez holds a 2020 - 2023 Master of Business Administration - MBA @ UCLA Anderson School of Management. Jared Lopez has 2 emails and 1 mobile phone numbers on RocketReach.
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