Daniel Lopez

Daniel Lopez, CFA is a seasoned financial professional with extensive experience in wealth management and investment operations. Currently serving as a Senior Financial Advisor at Focus Partners Wealth since June 2024, Daniel previously held the position of Principal at Connectus Wealth Advisers until its merger with The Colony Group. Daniel's earlier roles include Managing Director at SVB Financial Group, where responsibilities included leading business initiatives and enhancing operational efficiency, and managing director at Sira Capital, focused on mid-market investments and client consulting. Daniel began their career in the Emerging Markets Capital Markets Group at JP Morgan Chase, progressing from Analyst to Associate while developing client-focused solutions. Daniel earned a degree in Economics from the University of Pennsylvania.