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Investment Specialists

Jeremy Lopez, CFA®

Executive Director
Portfolio Manager

757.417.4959

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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