Kirsten Lopez
Corporate Officer/Principal presso CFA Institute
Posizioni attive di Kirsten Lopez
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - | - |
Storia della carriera di Kirsten Lopez
Precedenti posizioni note di Kirsten Lopez
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/03/2011 | 01/10/2012 |
Portfolio Manager-Fixed Income | 17/11/2011 | 01/10/2012 | |
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 | - | - |
Formazione di Kirsten Lopez
Smith College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
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 |
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 |
CFA Society of Philadelphia |
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