Kirsten Lopez
Corporate Officer/Principal at CFA Institute
Kirsten Lopez active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - | - |
Career history of Kirsten Lopez
Former positions of Kirsten Lopez
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 2011-02-28 | 2012-09-30 |
Portfolio Manager-Fixed Income | 2011-11-16 | 2012-09-30 | |
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 | - | - |
Training of Kirsten Lopez
Smith College | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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