Jon Lopez

Plus aucun poste en cours

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.

Sociétés	Poste	Fin
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.	Gestionnaire de Portefeuille-Actions	-

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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

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