Two Pillars was founded by Carlos Lopez Jr., CKA® in 2019. He has twenty-seven 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 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 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