Senior Vice President–Wealth Management
Financial Advisor
Director
Senior Wealth Strategy Associate
Role: Senior Wealth Strategy Associate
Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.
Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).
Professional History:
Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients.
His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. Since 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.
He holds industry licenses on a federal level since 2008, including series 7, series 66, and series 65. Locally, he holds insurance and annuity licenses since 2015, including life, health, disability, and variable annuities.
Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.
Client Associate
Role: Senior Client Service Associate
Education: Earned a B.A. in Marketing from Interamerican University of Puerto Rico
Responsibilities:
Professional History:
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Director
Senior Wealth Strategy Associate
Role: Senior Wealth Strategy Associate
Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.
Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).
Professional History:
Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients.
His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. Since 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.
He holds industry licenses on a federal level since 2008, including series 7, series 66, and series 65. Locally, he holds insurance and annuity licenses since 2015, including life, health, disability, and variable annuities.
Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.
Client Associate
Role: Senior Client Service Associate
Education: Earned a B.A. in Marketing from Interamerican University of Puerto Rico
Responsibilities:
Professional History:
Client Associate