Kirsten Lopez
Corporate Officer/Principal chez CFA Institute
Profil
Ms. Kirsten Lopez, CFA, is Senior Investment Advisor at Bell Rock Capital LLC.
Prior to joining Bell Rock Capital, she was Vice President and Investment Advisor in Wealth Management at PNC Bank where she was responsible for portfolio management for high net worth clients and corporations.
She managed trust accounts as well as investment management and retirement accounts and served as part of a team that advised clients about retirement and estate planning issues.
During her 16 year tenure with PNC, she also was a securities analyst and assistant portfolio manager.
Prior to working with PNC, she was a securities analyst and manager of the short term portfolio for the University of Delaware's endowment fund.
Ms. Lopez has been a Certified Financial Planner since 1998 and received a BA from Smith College, majoring in Economics.
For over 20 years, she has been a member of the CFA Institute as well as the CFA Society of Philadelphia.
Postes actifs de Kirsten Lopez
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| CFA Society of Philadelphia | Corporate Officer/Principal | - |
Anciens postes connus de Kirsten Lopez
| Sociétés | Poste | Fin |
|---|---|---|
Bell Rock Capital LLC
 Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Gestionnaire de Portefeuille-Actions | 01/10/2012 |
University of Delaware Endowment
 University of Delaware Endowment Investment ManagersFinance Located in Newark, Delaware, the University of Delaware (UD) was founded in 1743. | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | - |
Formation de Kirsten Lopez
| Smith College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bell Rock Capital LLC
Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
University of Delaware Endowment
University of Delaware Endowment Investment ManagersFinance Located in Newark, Delaware, the University of Delaware (UD) was founded in 1743. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| CFA Society of Philadelphia |
