Melissa Lopez

Melissa Lopez, CFA, is an experienced investment professional with a strong background in managing investments and conducting research. Melissa has held various roles in prestigious organizations, starting with their current position as the Managing Director of Investments at The James Irvine Foundation since 2015. In this role, Melissa contributes to the strategic positioning and oversight of the Foundation's $3.7 billion endowment, focusing on manager selection, diligence, and monitoring.

Prior to their current role, Melissa worked at Wetherby Asset Management from 2010 to 2015 as a Senior Research Analyst. During this time, they served as the lead equity manager research professional and asset class expert for global equity markets. Melissa also developed and oversaw the firm's impact investing platform and initiatives, while actively participating in various committees such as the Investment Committee, Asset Allocation Committee, Manager Committee, and Impact Investing Committee.

Before joining Wetherby Asset Management, Melissa worked as a Senior Investment Associate at Gordon and Betty Moore Foundation from 2006 to 2010. Melissa'sresponsibilities here included supporting investment activities and contributing to portfolio management.

Melissa began their career as an Equity Research Assistant at Citigroup Smith Barney in 2002, where they gained valuable experience in conducting research to support equity analysis. Melissa then worked as an Investment Banking Analyst at Robertson Stephens from 2000 to 2002, focusing on investment banking activities.

Overall, Melissa Lopez's work experience showcases their expertise in investment management, research, and strategy, making their a valuable asset in the financial industry.

Melissa Lopez, CFA holds an MBA from Stanford University Graduate School of Business. The specific start and end year of their MBA program are not mentioned. Melissa also obtained a Bachelor of Business Administration (BBA) degree in Finance from the Texas McCombs School of Business. Melissa Lopez earned their CFA Charterholder certification in September 2009 from the CFA Institute.