Jon Lopez

Keine laufenden Positionen mehr

Consumer Services

Finance

Profil

Mr. Jon Lopez is a Portfolio Manager at Sterling Oak Asset Management LLC.
Mr. Lopez received his undergraduate degree from Harvard University.

Unternehmen	Position	Ende
Brian Thomas O'Connor (Investment Management) Brian Thomas O'Connor (Investment Management) Investment ManagersFinance Sterling Oak Advisors primarily employs macroeconomic, fundamental, technical and market trend analysis methods in developing investment strategies. The firm constructs an investment portfolio that consists of dividend paying and dividend growing blue chip companies and low-cost exchange-traded funds (ETFs) to achieve the client’s investment goals. They generally employ a long-term investment strategy as consistent with their client’s financial goals.	Portfolio Manager-Aktien	-

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Private Unternehmen	2
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Brian Thomas O'Connor (Investment Management) Brian Thomas O'Connor (Investment Management) Investment ManagersFinance Sterling Oak Advisors primarily employs macroeconomic, fundamental, technical and market trend analysis methods in developing investment strategies. The firm constructs an investment portfolio that consists of dividend paying and dividend growing blue chip companies and low-cost exchange-traded funds (ETFs) to achieve the client’s investment goals. They generally employ a long-term investment strategy as consistent with their client’s financial goals.	Finance

Private Unternehmen