Andrew P. Lopez, FMVA® | CFA Level 1 Candidate
Portfolio Research Analyst (P/T)
Andrew is our former intern and aspiring Financial Analyst. He graduated from San Jose State University (2020), majoring in Economics (BS) and minoring in Business and in Deaf Education. He recently earned a Financial Modeling and Valuation Analyst Certification (FMVA) from the Corporate Finance Institute and is now a Chartered Financial Analyst (CFA) Level 1 Candidate. We are blessed by his skills, drive, commitment, and assistance with managing our model equity portfolios.