![Carlos Lopez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Carlos Lopez
Portfolio Manager-Aktien bei Creative Planning LLC
Profil
Carlos J.
F.
Lopez is currently a Partner & Managing Director at Creative Planning LLC since 2014.
He completed his undergraduate degree from the University of Phoenix and his MBA from Westminster College (Utah).
Aktive Positionen von Carlos Lopez
Unternehmen | Position | Beginn |
---|---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Aktien | 01.07.2014 |
Ausbildung von Carlos Lopez
Westminster College (Utah) | Masters Business Admin |
University of Phoenix | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |