Robert Lopez

CFA®, CAIA®

Portfolio Manager

Robert Lopez
Robert Lopez

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CAIA® – Chartered Alternative Investment Analyst®

About Robert

Robert works as a Portfolio Manager for the Focus Partners Investment Department and is an active member of the firm’s Investment Committee and Diversity & Inclusion Committee. He often leads meetings and investment discussions, and plays an integral role in the future growth and development of investment management strategies at the firm. Robert also assists in diligence reviews, core model research and drafting investment related collateral and client communications, as well as maintaining internal records. Robert’s role also sees him working closely with Advisory teams to provide portfolio management recommendations.

Robert holds a Master’s of Science in Finance (MSF) as well as the Chartered Alternative Investment Analyst (CAIA) designation.

Robert and his wife, Lindsey, founded the Lopez Family Scholarship Fund, which provides scholarships to Latino students pursuing an undergraduate or graduate degree in business. Robert is a board member for the UCLA Alumni Network San Diego as Treasurer.