Jon Lopez

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Consumer Services

Finance

Profile

Mr. Jon Lopez is a Portfolio Manager at Sterling Oak Asset Management LLC.
Mr. Lopez received his undergraduate degree from Harvard University.

Companies	Position	End
Brian Thomas O'Connor (Investment Management) Brian Thomas O'Connor (Investment Management) Investment ManagersFinance Sterling Oak Advisors primarily employs macroeconomic, fundamental, technical and market trend analysis methods in developing investment strategies. The firm constructs an investment portfolio that consists of dividend paying and dividend growing blue chip companies and low-cost exchange-traded funds (ETFs) to achieve the client’s investment goals. They generally employ a long-term investment strategy as consistent with their client’s financial goals.	Portfolio Manager-Equities	-

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Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Brian Thomas O'Connor (Investment Management) Brian Thomas O'Connor (Investment Management) Investment ManagersFinance Sterling Oak Advisors primarily employs macroeconomic, fundamental, technical and market trend analysis methods in developing investment strategies. The firm constructs an investment portfolio that consists of dividend paying and dividend growing blue chip companies and low-cost exchange-traded funds (ETFs) to achieve the client’s investment goals. They generally employ a long-term investment strategy as consistent with their client’s financial goals.	Finance

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