Daniel Lopez, CFA has a diverse and extensive background in the financial industry. With experience in leading business initiatives, overseeing investments, and founding a startup, Daniel has demonstrated success in various roles throughout their career. Daniel's expertise spans from managing multimillion-dollar assets to pioneering alternative investment efforts. Currently, as Managing Director at Connectus Wealth Advisers, their focus lies in helping clients navigate markets and behavioral biases.
April, 2023 - present