Two Pillars was founded by Carlos Lopez Jr., CKA®, NSIC in 2019 and in Frisco, Texas. He has over twenty-eight years of demonstrated multi-asset investment experience since graduating from NYU - Stern School of Business in 1994 (B.S. Finance, Economics). He has served asset managers, hedge funds, and investment banks in a variety of senior roles, including as: a Lead Portfolio Manager (PM) for a faith-based Fixed Income Exchange Traded Fund (ETF), Co-Lead PM for three Equity ETFs, Director of Trading, VP of High Yield Sales Trading, and as a Founding Member of several Investment Committees.
He is a Certified National Security Investment Consultant (NSIC) which is granted by the NSIC Institute to investment advisors who have become equipped and certified in LSV (Liberty, national Security, traditional Values) Investing. NSIC advisors have demonstrated themselves to be able to apply new toolsets and a better understanding of the geopolitical root issues and weapons being formed against client portfolios.
He is also a Certified Kingdom Advisor and has been trained to provide Biblically wise financial advice and has taught Biblical stewardship for churches, including as a Small Group Leader for Crown Financial Ministries. He is a statesman and ambassador for Biblically Responsible Investing by his ongoing contributions to the advancement of the movement from as early as 2004.
Areas of Concentration: Investment Management, Faith Based Investments, Portfolio Construction, Asset Allocation, Retirement Planning, Risk Management, Trading, Charitable Giving, Estate Planning
Licensed in these states: TX, CA