Leslie Lopez
Profile
Ms. Leslie Lopez is an Associate at Lombardia Capital Partners LLC since 2011.
Prior to joining LCP, Ms. Lopez worked at Wells Fargo Family Wealth supporting the banking, investment, insurance, and wealth planning needs of ultra high net worth families.
Prior to Wells Fargo Family Wealth, she worked as a marketing analyst for Barrington Associates, a division of Wells Fargo Securities, marketing sell-side middle market M&A transactions.
Ms. Lopez is a graduate of Claremont McKenna College with a B.A.
in Psychology, Literature, and Leadership.
Former positions of Leslie Lopez
Companies | Position | End |
---|---|---|
Barrington Associates | Corporate Officer/Principal | - |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Corporate Officer/Principal | - |
Training of Leslie Lopez
Claremont McKenna College | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
Barrington Associates | Finance |
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