Melissa Lopez
Profile
Ms. Melissa Lopez, CFA MBA, is Senior Research Analyst at Wetherby Asset Management, Inc.
Prior to joining Wetherby Asset Management in 2010, Ms. Lopez was an investment professional at the Gordon and Betty Moore Foundation.
Prior to this she was a Research Associate in the U.S.
Equities Group at Citigroup in San Francisco and an Analyst in the Investment Banking Group at Robertson Stephens in San Francisco.
Ms. Lopez received an MBA from the Graduate School of Business at Stanford University and a BBA from the McCombs School of Business at the University of Texas at Austin.
She holds a Chartered Financial Analyst designation and is a member of the Chartered Financial Analysts Society of San Francisco.
Former positions of Melissa Lopez
| Companies | Position | End |
|---|---|---|
Gordon & Betty Moore Foundation
 Gordon & Betty Moore Foundation Miscellaneous Commercial ServicesCommercial Services The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2009-12-30 |
| Robertson Stephens & Co. | Corporate Officer/Principal | - |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | - |
Training of Melissa Lopez
| Graduate School of Business | Masters Business Admin |
| McCombs School of Business | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| CITIGROUP INC. | Finance |
| Private companies | 3 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
Gordon & Betty Moore Foundation
Gordon & Betty Moore Foundation Miscellaneous Commercial ServicesCommercial Services The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA. | Commercial Services |
| Robertson Stephens & Co. | Finance |
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