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Christopher Lopez-Leiva Email & Phone Number
Portfolio Specialist
at
Orion
1 work email found
@orionadvisor.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Portfolio Specialist
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Christopher Lopez-Leiva? Overview
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Quick answer
Christopher Lopez-Leiva is listed as Portfolio Specialist at Orion, a with 1901 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at orionadvisor.com and a matched LinkedIn profile for Christopher Lopez-Leiva.
Christopher Lopez-Leiva previously worked as General Manager at Guate Gualan Restaurant and Food Server at Tetos Gualan Inc. Christopher Lopez-Leiva holds Bachelor Of Business Administration - Bba from Fox School Of Business At Temple University.
Company email context
Email format at Orion
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*@orionadvisor.com
68% confidence
AeroLeads found 1 current-domain work email signal for Christopher Lopez-Leiva. Compare company email patterns before reaching out.
Profile bio
About Christopher Lopez-Leiva
Experienced trading professional. Skilled in ETFs, Mutual Funds, and Trading Systems.
Current workplace
Christopher Lopez-Leiva's current company
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Orion
5 roles
Christopher Lopez-Leiva work experience
A career timeline built from the work history available for this profile.
Portfolio Specialist
Portfolio Specialist
* Execute trade orders for Brinker Capital client accounts while implementing investment decisions by Portfolio Managers* Managed and optimized 529 college savings plans, ensuring effective asset allocation and adherence to investment strategies* Monitor market conditions and make real-time decisions to achieve best execution for trades, considering factors like liquidity, market impact, and transaction costs. * Develop and maintain relationships with third party money managers… Show more * Execute trade orders for Brinker Capital client accounts while implementing investment decisions by Portfolio Managers* Managed and optimized 529 college savings plans, ensuring effective asset allocation and adherence to investment strategies* Monitor market conditions and make real-time decisions to achieve best execution for trades, considering factors like liquidity, market impact, and transaction costs. * Develop and maintain relationships with third party money managers, security dealers and custodian banks. * Conduct account maintenance trading which includes contributions, withdrawals, dollar cost average, systematic transactions, risk changes, damage calculation, (un)realized gains and losses calculation, etc. * Monitor and rebalance client accounts according to rebalance protocol, portfolio drift, or discretionary asset allocation changes. * Work with several internal and external trading systems and platforms including Orion Connect and Eclipse Show less
General Manager
Mar 2018 - Aug 2022
Food Server
Mar 2016 - Feb 2018
1 education record
Christopher Lopez-Leiva education
FAQ
Frequently asked questions about Christopher Lopez-Leiva
Quick answers generated from the profile data available on this page.
What company does Christopher Lopez-Leiva work for?
Christopher Lopez-Leiva works for Orion.
What is Christopher Lopez-Leiva's role at Orion?
Christopher Lopez-Leiva is listed as Portfolio Specialist at Orion.
What is Christopher Lopez-Leiva's email address?
AeroLeads has found 1 work email signal at @orionadvisor.com for Christopher Lopez-Leiva at Orion.
Where is Christopher Lopez-Leiva based?
Christopher Lopez-Leiva is based in Philadelphia, Pennsylvania, United States while working with Orion.
What companies has Christopher Lopez-Leiva worked for?
Christopher Lopez-Leiva has worked for Orion, Guate Gualan Restaurant, and Tetos Gualan Inc.
How can I contact Christopher Lopez-Leiva?
You can use AeroLeads to view verified contact signals for Christopher Lopez-Leiva at Orion, including work email, phone, and LinkedIn data when available.
What schools did Christopher Lopez-Leiva attend?
Christopher Lopez-Leiva holds Bachelor Of Business Administration - Bba from Fox School Of Business At Temple University.
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