Profil
Mr. Brandon K.
Lopez, CFA, is an Senior Associate at Wilshire Associates, Inc.
He is a member of Wilshire Funds Management’s Manager Research Group.
He joined Wilshire Associates in 2013.
Previously, he served on the mutual fund research team at Edward Jones Investments as an associate analyst supporting manager due diligence and model portfolio construction efforts.
Mr. Lopez earned his BS from Georgetown College (KY) and an MS from Washington University in St. Louis.
Anciens postes connus de Brandon Keith Lopez
| Sociétés | Poste | Fin |
|---|---|---|
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Corporate Officer/Principal | 01/12/2012 |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Analyst-Equity | - |
Formation de Brandon Keith Lopez
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Georgetown College
Georgetown College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Finance |
















