Profile
Mr. Jon Lopez is a Portfolio Manager at Sterling Oak Asset Management LLC.
Mr. Lopez received his undergraduate degree from Harvard University.
Former positions of Jon Lopez
| Companies | Position | End |
|---|---|---|
Brian Thomas O'Connor (Investment Management)
 Brian Thomas O'Connor (Investment Management) Investment ManagersFinance Brian Thomas O'Connor (Investment Management) (do-business-as Sterling Oak Advisors) is a registered investment advisor headquartered in Newton, Massachusetts. The firm was founded by Brian T. O’Connor in 2007. Sterling Oak Advisors offers investment advisory services to high net worth individuals and retirement plans. | Portfolio Manager-Equities | - |
Training of Jon Lopez
| Harvard University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Brian Thomas O'Connor (Investment Management)
Brian Thomas O'Connor (Investment Management) Investment ManagersFinance Brian Thomas O'Connor (Investment Management) (do-business-as Sterling Oak Advisors) is a registered investment advisor headquartered in Newton, Massachusetts. The firm was founded by Brian T. O’Connor in 2007. Sterling Oak Advisors offers investment advisory services to high net worth individuals and retirement plans. | Finance |
- Stock Market
- Insiders
- Jon Lopez
