About Robert
Robert works as a Portfolio Manager for the Focus Partners Investment Department
and is an active member of the firm’s Investment Committee and Diversity &
Inclusion Committee. He often leads meetings and investment discussions, and
plays an integral role in the future growth and development of investment
management strategies at the firm. Robert also assists in diligence reviews,
core model research and drafting investment related collateral and client
communications, as well as maintaining internal records. Robert’s role also
sees him working closely with Advisory teams to provide portfolio management
recommendations.
Robert holds a Master’s of Science in Finance (MSF) as well as the Chartered
Alternative Investment Analyst (CAIA) designation.
Robert and his wife, Lindsey, founded the Lopez Family Scholarship Fund,
which provides scholarships to Latino students pursuing an undergraduate or
graduate degree in business. Robert is a board member for the UCLA Alumni
Network San Diego as Treasurer.
Robert works as a Portfolio Manager for the Focus Partners Investment Department and is an active member of the firm’s Investment Committee and Diversity & Inclusion Committee. He often leads meetings and investment discussions, and plays an integral role in the future growth and development of investment management strategies at the firm. Robert also assists in diligence reviews, core model research and drafting investment related collateral and client communications, as well as maintaining internal records. Robert’s role also sees him working closely with Advisory teams to provide portfolio management recommendations.
Robert holds a Master’s of Science in Finance (MSF) as well as the Chartered Alternative Investment Analyst (CAIA) designation.
Robert and his wife, Lindsey, founded the Lopez Family Scholarship Fund, which provides scholarships to Latino students pursuing an undergraduate or graduate degree in business. Robert is a board member for the UCLA Alumni Network San Diego as Treasurer.