Jared Lopez

Jared Lopez, CFA, is a seasoned finance professional currently serving as a Portfolio Manager at EP Wealth Advisors since January 2022. Prior to this role, Jared held the position of Wealth Management Portfolio Manager and Assistant Vice President at First Bank from October 2018 to January 2022. Jared's earlier experience includes working as a Portfolio Analyst at BNY Mellon and as a Senior Client Service Representative at Capital Group | American Funds. Jared began the finance career as an intern at Nevada State Bank. Educationally, Jared holds an MBA from UCLA Anderson School of Management, attained between 2020 and 2023, and a Bachelor of Science in Finance from the University of Nevada, Reno, completed in 2014.