"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
Robert C. Lopez
Associate Portfolio Manager
“There is no substitute for hard work." -Thomas Edison
Robert Joins HoyleCohen with 9 years of experience in the financial industry – 2.5 years as an Investment Analyst for the San Diego Foundation and 7 years as a Research Analyst in the Medical Device Division for Sagient Research Systems. Robert has a Bachelors in History from UCLA, and a Masters in Finance from Northeastern University. He has passed Level 1 of the CFA, but will put that on hold to pursue the CAIA designation upon joining HoyleCohen.
As Associate Portfolio Manager, Robert will participate in the firm's Investment Committee and play an integral role in the future growth and development of investment management strategies at the firm.
Specific areas of responsibility include, but are not limited to the following:
Assist in preparation for diligence reviews and investment committee meetings
Assist in core model research, and maintain internal records
Provide portfolio management recommendations for Advisors
Maintain documentation of investment parameters and suitability review
Assist in drafting investment related collateral and client communications
In his spare time Robert and his wife, Lindsey, enjoy swimming in San Diego’s beaches, riding their bikes around San Diego’s neighborhoods and traveling around the world. Robert is an active member in the Association of Latino Professionals for America (ALPFA) and the UCLA One mentoring network.