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Michael Lopez

Vice President of Financial Analytics & Operations and Head of Operations

Sage Stone Wealth Management

United States, California, San Diego

About Me

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.

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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