
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
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