Background
Jeremy Lopez, CFA®, Executive Director, joined SCM in 2016 and has investment experience since 1997. Jeremy is Co-Portfolio Manager of the Equity Income strategy. Prior to joining SCM, he worked as an equity research analyst at Herndon Capital Management and Wells Capital Management. Additionally, he was a senior equity research associate at William & Blair Company. Jeremy received his B.A. in Economics from Wheaton College and his M.B.A. from the University of Chicago's Booth School of Business. He holds the Chartered Financial Analyst® designation.
Area of Focus
- Equity Opportunities Group
- Equity Income
Previous Experience
- Herndon Capital Management
- Wells Capital Management
- William Blair & Company
- Morningstar
Education
- B.A. Wheaton College
- M.B.A. University of Chicago Booth School of Business
Affiliations & Professional Licenses
- CFA Institute
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