Karin Lopez Email & Phone Number
Partner @ Cerity Partners
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Karin Lopez Location
- Albany, NY, US
Karin Lopez Work
- Partner @ (October 2025 - Present)
- Senior Vice President @ (January 2023 - Present)
- Vice President, Partner @ Arista Wealth Advisors (February 2002 - January 2023)
Karin Lopez Education
- University at Albany
MBA (Business, Accounting, Psychology)
1993-1996
Karin Lopez Skills
- Mutual Funds
- 401k
- Financial Advisory
- Securities
- Investment Strategies
- IRAs
- Fixed Annuities
- Investment Management
- Wealth
- Separately Managed Accounts
- Series 24
- Series 63
- Series 65
- Estate Planning
- Series 7
- Financial Services
- Bonds
- 401(k) Retirement Savings Plans
- Securities Regulation
- Trading
- Investments
- Wealth Management
- Change Management
- Human Resources
- Leadership
- Business Development
- 401k Retirement Savings Plans
- Sales
- Project Management
- Management
- 401 Retirement Savings Plans
Karin Lopez Summary
- Karin Lopez, based in Albany, NY, US, is currently a Partner at Cerity Partners. Karin Lopez brings experience from previous roles at Graypoint LLC and Arista Wealth Advisors. Karin Lopez holds a 1993 - 1996 MBA in Business, Accounting, Psychology @ University at Albany. With a robust skill set that includes Mutual Funds, 401k, Financial Advisory, Securities, Investment Strategies and more. Karin Lopez has 3 emails and 2 mobile phone numbers on RocketReach.
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