Kirsten Lopez
Corporate Officer/Principal chez CFA Institute
Provenance du réseau au premier degré de Kirsten Lopez
Entité | Type d'entité | Industrie | |
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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.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
CFA Society of Philadelphia
24
| Non-Profit Organization | 24 | |
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.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Kirsten Lopez via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Sales & Marketing | |
NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
SEI INVESTMENTS COMPANY | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Graduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Mondrian Investment Partners (US), Inc.
Mondrian Investment Partners (US), Inc. Investment ManagersFinance Mondrian Investment Partners (US), Inc. (MIP) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by Patricia Karolyi in 1990 and is a subsidiary of Mondrian Investment Group (US), Inc. MIP’s sole activity is to carry out the marketing and client services activities for Mondrian Investment Partners Ltd. (MIPL) in North America., which provides investment management services (the investment and reinvestment of assets) to a broad-based group of international institutional investors. | Investment Managers | Chief Executive Officer Founder Portfolio Manager-Equities | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Nanyang Technological University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
CPA Australia Ltd.
CPA Australia Ltd. Miscellaneous Commercial ServicesCommercial Services CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Institute of Singapore Chartered Accountants
Institute of Singapore Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Institute of Singapore Chartered Accountants provides accounting services. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
Haverford College | College/University | Undergraduate Degree Undergraduate Degree | |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of London | College/University | Graduate Degree Graduate Degree | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
PCE Investment Bankers, Inc.
PCE Investment Bankers, Inc. Investment ManagersFinance PCE Investment Bankers, Inc. engages in the operation as an investment bank that provides financial advisory services to mid-market companies. It provides mergers and acquisitions support, ESOPs, management buy outs (MBOs), bankruptcy, and restructuring advisory services. The company was founded on July 1, 1997 and is headquartered in Winter Park, FL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Mondrian Qrpey Local Currency Emd Fund LP
Mondrian Qrpey Local Currency Emd Fund LP Financial ConglomeratesFinance Mondrian Qrpey Local Currency Emd Fund LP is an investment fund. The company is headquartered in headquartered, DE. | Financial Conglomerates | Director/Board Member Director/Board Member | |
BARRICK GOLD CORPORATION | Precious Metals | Corporate Officer/Principal Corporate Officer/Principal | |
University of Mumbai | College/University | Masters Business Admin Graduate Degree | |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
University of Connecticut | College/University | Masters Business Admin Masters Business Admin | |
HOULIHAN LOKEY, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Mineral Resource Analysts Group
Mineral Resource Analysts Group Other Metals/MineralsNon-Energy Minerals Mineral Resource Analysts Group engages in exploration of mineral resources. The company is headquartered in Toronto, Canada. | Other Metals/Minerals | President Corporate Officer/Principal | |
American Society of Appraisers
American Society of Appraisers Miscellaneous Commercial ServicesCommercial Services American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
The Canadian Institute of Mining, Metallurgy & Petroleum
The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Prospectors & Developers Association of Canada
Prospectors & Developers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Prospectors & Developers Association of Canada operates as a mineral exploration and development association. The non-profit company is based in Toronto, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Association of Chartered Certified Accountants
Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of Dallas-Fort Worth, Inc. | Director/Board Member | ||
University of Leeds | College/University | Undergraduate Degree | |
University of Bradford | College/University | Masters Business Admin | |
Investment Management Consultants Association | Corporate Officer/Principal | ||
AZ Investment Management Singapore Ltd.
AZ Investment Management Singapore Ltd. Investment ManagersFinance AZ Investment Management Singapore Ltd. (AZIM) is the Singapore-based investment management subsidiary of AZ International Holdings SA, ultimately held by Azimut Holding SpA (BIT: AZM, ADR: AZIHY), an asset management company headquartered in Italy. The firm was founded by Madeleine Lee in 1999 and formerly known as Athenaeum Ltd. AZIM manages discretionary funds and portfolios with a focus on Asian equities for endowments, family offices, foundations and high-net-worth individuals. | Investment Managers | Founder |
Statistiques
Internationale
Etats-Unis | 30 |
Canada | 7 |
Royaume-Uni | 6 |
Singapour | 4 |
Pologne | 2 |
Sectorielle
Consumer Services | 19 |
Commercial Services | 14 |
Finance | 12 |
Miscellaneous | 3 |
Non-Energy Minerals | 3 |
Opérationnelle
Corporate Officer/Principal | 377 |
Director/Board Member | 263 |
Undergraduate Degree | 86 |
Independent Dir/Board Member | 72 |
Chairman | 37 |
Relations les plus connectées
Insiders | |
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Eng Ann Tan | 29 |
Mary Stanek | 29 |
Catherine Gignac | 27 |
Ana Dolores Moura Carneiro de Novaes | 26 |
John David Chapman | 24 |
Kalpesh Pankaj Kikani | 23 |
Suh Shin Lee | 23 |
Craig Brandon | 23 |
Ying Luo | 18 |
Gordon Baird | 17 |
Alan Ferry | 16 |
Shaka Mwangi Kariuki | 15 |
Vandemir Carnegie Tan Say | 14 |
Donald Marchand | 14 |
Jeffrey Lorenzen | 14 |
- Bourse
- Insiders
- Kirsten Lopez
- Connexions Sociétés