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Bryan Lopez

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Bryan Lopez

Accounting Associate (WMS Partners) | HB Wealth

Maryland, Columbia, United States

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Bryan Lopez

Summary

Bryan Lopez is a seasoned finance professional with extensive experience in leadership roles within the financial services industry. He currently serves as the Vice President of Finance and a Shareholder at WMS Partners, which recently transitioned to HB Family Office. With a strong background in market research, finance, and accounting, Bryan has held various positions, including Chief Financial Officer and Director of Public Market Research. His academic credentials include a B.A. in International Studies and a B.S. in Finance and Accounting from the prestigious University of Pennsylvania and Wharton School. Bryan is fluent in Spanish, adding a valuable dimension to his professional profile. His commitment to financial excellence is evident through his progressive career trajectory and his ability to navigate complex financial landscapes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Bryan Lopez

Work Experience

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VP, Finance at

HB Wealth

January 2025 - Present

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Bryan Lopez

Education

Wharton School, B.S., Finance and Accounting

January 2000 - January 2004

University of Pennsylvania, B.A., International Studies

January 2000 - January 2004

Frequently Asked Questions about Bryan Lopez

What is Bryan Lopez email address?

Bryan Lopez's primary email address is **********@wms-partners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Bryan Lopez work for?

Bryan Lopez is a Accounting Associate (WMS Partners) at HB Wealth.

Where Bryan Lopez graduated from?

Bryan Lopez holds a degree in null from Wharton School.

How can I directly contact Bryan Lopez?

To contact Bryan Lopez directly, you can use the email address **********@wms-partners.com. Complete contact information is available upon registration with Muraena.

Who is Bryan Lopez?

Bryan Lopez is a seasoned finance professional with extensive experience in leadership roles within the financial services industry. He currently serves as the Vice President of Finance and a Shareholder at WMS Partners, which recently transitioned to HB Family Office. With a strong background in market research, finance, and accounting, Bryan has held various positions, including Chief Financial Officer and Director of Public Market Research. His academic credentials include a B.A. in International Studies and a B.S. in Finance and Accounting from the prestigious University of Pennsylvania and Wharton School. Bryan is fluent in Spanish, adding a valuable dimension to his professional profile. His commitment to financial excellence is evident through his progressive career trajectory and his ability to navigate complex financial landscapes.

Bryan`s contact details

mail

**********@wms-partners.com

Colleagues

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Chad Norfolk

Vice President & Principal

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Joel Houck

VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst

Abbey Flaum

Partner, Family Wealth Strategist

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Kyle Glenn

Analyst

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Thomas Carroll

Management Associate, SunTrust Commercial Banking Training Program

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Bill Bolen

Marketing Analyst

Don Moody

Chief Planning Officer

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Jamie Hennessy

Audit Executive

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