Bryan Lopez

Bryan is the Chief Financial Officer and a Senior Portfolio Manager. He is a member of the firm’s Management Committee and Board of Directors. Bryan oversees the day-to-day management of the firm’s finances and is a key member of the firm’s Investment Committee, conducting due diligence on public-market investments and working with clients to manage their portfolios.

Bryan joined WMS Partners in 2004 and has previously held the positions of Accounting Associate, Portfolio Manager, and COO at the firm.

Bryan is a Chartered Financial Analyst (CFA®) charter holder and graduated magna cum laude from the University of Pennsylvania. As a member of the Huntsman Program, Bryan earned a Bachelor of Science degree in Economics with concentrations in Finance and Accounting from the Wharton School, as well as a Bachelor of Arts degree in International Studies from the University's College of Arts & Sciences.