Juan José LÓPEZ

Juan Jose Lopez, CFA, heads the Investment Management division. In his role, he is responsible for defining the capital allocation and investment strategy for wealth management clients. Juan Jose also serves as Investment Strategist for Institutional clients in the Sales & Trading division.

He brings more than 12 years of experience in asset allocation, portfolio management, and investment analysis, having worked at major Latin American and Global Asset Management and Wealth Management firms. Prior to joining Bulltick, Juan Jose worked at Credit Suisse as a Multi-Asset and Equity Portfolio Manager for Ultra High Net Worth individuals and Institutional clients.

Previously, Juan Jose was a Portfolio Manager at BTG Pactual Asset Management, managing investments for Institutional clients. He started his career as an Equity Research analyst at Grupo Bursatil Mexicano, a brokerage and wealth management firm in Mexico.

Juan Jose holds a bachelor’s degree in Business Administration from the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM). He is a Chartered Financial Analyst (CFA) and holds the FINRA Series 7 and Series 65 licenses.

Check the background of this investment professional on FINRA’s BrokerCheck »