We found the following information about David J Lopez at Grassi Investment Management, where this professional has worked as a Portfolio Manager since 2019. David's total work experience is over nine years, during which time this expert had at least six jobs at different places to develop skills. David studied at the California State University - Sacramento from 2011 to 2015. This professional received the following certifications: 2019 Level 2 Candidate In the Cfa Program and 2015 Level I Cfa Candidate. David J Lopez is experienced in two languages: English and Spanish. David currently is located in San Jose, California. You can contact with David by looking for phone or email address or get exhaustive information by requesting access to this expert's further details from SoftwareOfficial.
Name variants:
Daved Lopez,
Dayvid Lopez,
Dave Lopez,
Davey Lopez,
Davie Lopez,
Davy Lopez
Last updated Apr 30, 2024
Contact Information
Last Update
Jul 15, 2022
Email
da**@gmail.com, dl**@sandhillglobaladvisors.com
Location
San Jose, CA
Company
Workplace
Portfolio Manager
Mountain View, CA
Industry
Real Estate, Investment Management, Investment Advisory Service
Work History
Portfolio Manager
1804 north Shoreline Blvd #140, Mountain View, CA 94043
An investment firm with over $850 million in assets, serving high and ultra-high net worth private clients, foundations, and institutional clients. Utilizes individual stock and bond selecti...
Jan 2019 — Mar 2020
Portfolio Associate
245 Lytton Ave SUITE 300, Palo Alto, CA 94301
A wealth management firm with over $2.3 billion in assets, serving high net worth, foundation, and institutional clients. Worked as a member of the investment research and portfolio manageme...
Apr 2016 — Jan 2019
Legislative Staffer
Analyzed trends and news cycles to assist in creating legislative and public relations strategy for current bills. - Ensured the successful passage of assigned bill packages from inception t...
Jul 2013 — Jun 2015
President, Senior Portfolio Manager
6000 J St, Sacramento, CA 95819
Head of investment committee overseeing Fund’s stock additions and deletions
Managed the technology portfolio of the $420,000 fund, returning +30% in gains over tenure
Trained and managed...
May 2014 — May 2015
Investment Research Intern
245 Lytton Ave SUITE 300, Palo Alto, CA 94301
Researched, analyzed, and presented research report of internet media stock for $2mm purchase consideration
Analyzed industry and company data, statistics, reports, and forecasts for Fund’...
Jun 2014 — Aug 2014
Security Analyst
6000 J St, Sacramento, CA 95819
Performed DCF, statistical, financial statement, and business analyses to develop investment theses on screened stocks
Recommended investment/divestment opportunities to the technology sec...
Sep 2012 — May 2014
Education
2011 — 2015
2003 — 2007
2004 — 2007
Occupations
Investor
Financial Broker
Portfolio Manager
Supporting Member
Executive
Chief Investment Officer
Investment Analyst
Financial Analyst
Team Member
Management Analysts
Skills
Leadership
Finance
Financial Analysis
Data Analysis
Microsoft Excel
Stock Market Analysis
Research
Strategy
Charismatic Leadership
Customer Service
Financial Statement Analysis
Bloomberg Terminal
Us Equities
Equity Research Analysis
Analysis
Bloomberg
Accounting
Management
Microsoft Office
Powerpoint
Investments
Portfolio Management
Strategic Planning
Editing
Financial Modeling
Interpersonal Communication
Microsoft Word
Equities
Public Policy
Public Speaking
Social Media
Irebal
Moxy
Valuations
Asset Allocation
Due Diligence
Hedge Funds
Asset Management
Equity Research
Mutual Funds
Trading
Financial Advisory
Quantitative Research
Statistical Data Analysis
Securities
Fixed Income
Quantitative Models
Bloomberg Software
Tactical Asset Allocation
Economics
Salesforce.com
Investment Management