Bryan Lopez, CFA®Principal, Chief Financial Officer, Senior Portfolio Manager, Shareholder

Bryan Lopez

Bryan is the Chief Financial Officer and a Senior Portfolio Manager.  He is a member of the firm’s Management Committee and Board of Directors.  Bryan oversees the day-to-day management of the firm’s finances and is a key member of the firm’s Investment Committee, conducting due diligence on public-market investments and working with clients to manage their portfolios.

Bryan joined WMS Partners in 2004 and has previously held the positions of Accounting Associate, Portfolio Manager, and COO at the firm.

Bryan is a Chartered Financial Analyst (CFA®) charter holder and graduated magna cum laude from the University of Pennsylvania. As a member of the Huntsman Program, Bryan earned a Bachelor of Science degree in Economics with concentrations in Finance and Accounting from the Wharton School, as well as a Bachelor of Arts degree in International Studies from the University's College of Arts & Sciences.

What qualities do you possess that make you successful in your role?

I have a very high attention to detail and an unbiased approach to problem solving. I also enjoy modeling out solutions on a spreadsheet and seeing all of the puzzle pieces come together.

On a professional level, what are your biggest accomplishments?

I am proud to have received the CFA designation in the minimum amount of time required. Also, becoming a partner at WMS prior to the age of 30 was a tremendous accomplishment for me.

What do you love to do outside of work?

Play racquetball, watch sports (especially the Orioles and Ravens), spend time with family, and play poker.  I have been playing with the same group every other week for over 10 years.

What is your most memorable travel experience?

Studying abroad in Madrid in college and also returning to Spain (Barcelona and Mallorca) with my wife years later.