Brian Lopez, AIF®, CPFAManaging Director Senior Business Development Officer Private Client Group Wealth Management & Trust New England
Brian Lopez is a 20-year veteran of the financial services industry. He is responsible for introducing clients to Boston Private Wealth’s full breadth of services and proposing solutions based on the unique needs of each client. Brian also specializes in counseling companies and executives on critical topics including investment advisory oversight, expense analysis and risk assessment.
In his prior position, Brian served as a Vice President and Account Executive at Sentinel Benefits & Financial Group where he worked with institutions to deliver solutions for retirement savings and benefits programs. Earlier in his career, he acquired extensive investment knowledge while collaborating with non-profit institutions, individual clients and emerging business as a retirement consultant at Fidelity Investments.
Mr. Lopez holds a Master of Business Administration from Bentley University and a Bachelor of Arts from the University of Massachusetts at Amherst, Isenberg School of Management. He also holds an Accredited Investment Fiduciary designation and a Certified Plan Fiduciary Advisor credential.