Michael previously served as a Financial Management Consultant to Charter Mason in Melbourne, Australia. His prior roles include serving as a Senior Financial Analyst at Kaiser Permanente and a Controllership and Tax and Fixed-Income Accountant with Arthur Anderson. He also served as a Financial Advisor at Merrill Lynch in the San Francisco area. Michael holds a Masters of Applied Finance from the University of Melbourne, which he achieved after receiving his undergraduate degree in Economics from Harvard University.


Michael Lopez
Vice President of Financial Analytics & Operations and Head of Operations
Sage Stone Wealth Management
United States, California, San Diego
About Me
Profile Information
Vice President of Financial Analytics & Operations and Head of Operations
Sage Stone Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
Jan 11, 2025
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