Brian Lopez is a 20-year veteran of the financial services industry. He is responsible for introducing clients to SVB Private 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.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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SVB Private is pleased to announce that Brian Lopez has been named to the 2019 Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.