
Elijah Lopez
Shareholder, Vice President
Manske Wealth Management
United States, Texas, Houston
About Me
Main point of contact at Manske Wealth Management for concentrated positions and 10b5-1 plans. Leads the effort in assisting individuals with managing the risk associated with a large single stock position. Featured in Texas Monthly as a 2020 Five Star Wealth Manager. Assisted in managing over $1 million of the St. Mary’s University of San Antonio endowment fund according to the Socially Responsible Investment Guideline set forth by the United States Conference of Catholic Bishops. Bloomberg Certified and Certified in Bloomberg Markets Concepts. Achieved the Chartered Retirement Planning Counselor designation from the College for Financial Planning. Holds a Certified Fund Specialist designat
Profile Information
Shareholder, Vice President
Manske Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Houston
Texas
United States
May 15, 2024
More profiles to browse
Christopher Manske
President
MB
Michael Brinkley
Investment Associate
Jared Virgadamo
Investment Associate
ZW
Zachary Welborn
Shareholder, Vice President, Wealth Management Advisor
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University