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Daniel Lopez, CFA

Managing Director Relationship Manager Wealth Management & Trust Florida
Daniel Lopez

Daniel López is a seasoned investment professional with more than 20 years of wealth management, private equity and corporate finance experience.

Prior to joining Boston Private Wealth, Daniel was a Managing Director of Sira Capital, a private equity firm he founded that was focused on acquiring, developing and operating mid-market companies and providing consulting services to client portfolio companies. Prior to that, Daniel was an entrepreneur and corporate banker at JPMorgan Chase on the Emerging Markets Debt Capital Markets desk.

Daniel graduated from the University of Pennsylvania with a Bachelor’s Degree in Economics and holds a Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Institute and CFA Society of Miami.

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