Jessie Daniel Lopez
Profile
Jessie Daniel Lopez worked as a Principal at Franklin Resources, Inc. in 2009 and as an Associate at EFG Capital Advisors, Inc. from 2010 to 2012.
Lopez obtained an undergraduate degree from the University of South Florida.
Former positions of Jessie Daniel Lopez
| Companies | Position | End |
|---|---|---|
| FRANKLIN RESOURCES, INC. | Corporate Officer/Principal | 31/12/2009 |
EFG Capital Advisors, Inc.
 EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors, Inc. is an investment advisor located in Miami, Florida. The firm was formerly known as PRS International Investment Advisory Services, Inc. EFG Capital Advisors is registered with the SEC as an investment advisor. They are also registered with Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and a Commodity Pool Operator (CPO). The firm is a member of the National Futures Association. EFG Capital Advisors was incorporated in 1988 and is owned by EFG Investment Services Inc. (EFGIS), which was established in 1981. EFGIS is a wholly-owned subsidiary of a publicly traded company, EFG International, a Swiss private banking and investment management firm. EFG Capital Advisors also does business under the names PRS Group and PRS Investment Advisory. EFG Capital Advisors provides discretionary and non-discretionary investment management services to individuals and families, high net worth individuals, families, banking institutions, corporations, corporate pension and profit-sharing plans, private investment companies and funds, trusts, estates charitable organizations, and other U.S. and international companies. | Analyst-Equity | - |
Training of Jessie Daniel Lopez
| University of South Florida | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| FRANKLIN RESOURCES, INC. | Finance |
| Private companies | 1 |
|---|---|
EFG Capital Advisors, Inc.
EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors, Inc. is an investment advisor located in Miami, Florida. The firm was formerly known as PRS International Investment Advisory Services, Inc. EFG Capital Advisors is registered with the SEC as an investment advisor. They are also registered with Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and a Commodity Pool Operator (CPO). The firm is a member of the National Futures Association. EFG Capital Advisors was incorporated in 1988 and is owned by EFG Investment Services Inc. (EFGIS), which was established in 1981. EFGIS is a wholly-owned subsidiary of a publicly traded company, EFG International, a Swiss private banking and investment management firm. EFG Capital Advisors also does business under the names PRS Group and PRS Investment Advisory. EFG Capital Advisors provides discretionary and non-discretionary investment management services to individuals and families, high net worth individuals, families, banking institutions, corporations, corporate pension and profit-sharing plans, private investment companies and funds, trusts, estates charitable organizations, and other U.S. and international companies. | Finance |
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