Michael Lopes

Michael Lopes Email and Phone Number

Managing Director & Wealth Partner at J.P. Morgan Wealth Management @ J.P. Morgan
Michael Lopes's Location
Washington, District of Columbia, United States, United States
Michael Lopes's Contact Details

Michael Lopes personal email

n/a
About Michael Lopes

Michael Lopes is a Managing Director & Wealth Partner at J.P. Morgan Wealth Management at J.P. Morgan. They possess expertise in financial modeling, ipo, private equity, due diligence, management and 9 more skills.

Michael Lopes's Current Company Details
J.P. Morgan

J.P. Morgan

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Managing Director & Wealth Partner at J.P. Morgan Wealth Management
Michael Lopes Work Experience Details
  • J.P. Morgan
    Managing Director, Wealth Partner
    J.P. Morgan Sep 2024 - Present
    New York, Ny, Us
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved
  • Bernstein Private Wealth Management
    Principal, Wealth Advisor
    Bernstein Private Wealth Management Jan 2022 - Sep 2024
    New York, New York, Us
  • Bernstein Private Wealth Management
    Vice President, Financial Advisor
    Bernstein Private Wealth Management Jun 2014 - Jan 2022
    New York, New York, Us
  • Friends Of Lombardi
    Chair
    Friends Of Lombardi Jan 2017 - Dec 2020
    Friends of Lombardi (FOL) is a group of young professionals in the DC Metro Area interested in supporting the mission of Georgetown Lombardi Comprehensive Cancer Center to prevent, treat, and cure cancers by linking scientific discovery, expert and compassionate patient care, quality education, and partnership with the community; guided by the principle of cura personalis, “care for the whole person.”In addition to helping our community develop strong, long-lasting professional relationships, this group also aims to meet the strategic development objectives of Georgetown Lombardi through a series of events, promotions, and activities aimed at raising funds and generating awareness for Georgetown Lombardi in the local DC Metro Area community.
  • Rr Donnelley
    Vice President, Sales
    Rr Donnelley Jan 2007 - Jun 2014
    Chicago, Illinois, Us
    In depth knowledge of capital markets and compliance financial communications. Well rounded skill set with demonstrated strengths in the areas of:- Business Development, through knowing and understanding the needs of clients and prospects, and applying an intimate knowledge of RR Donnelley’s suite of services and solutions to meet those needs. - Business/Social Networking by maintaining an active presence in the DC metro area business community and professional interest groups.- Account & Relationship Management by staying deeply engaged with clients through the entire lifecycle of the relationship, from client acquisition and onward for ongoing development of mutually beneficial business opportunities. - Project Management of business critical, confidential, and time sensitive client transactions. - Marketing Communications, Branding, and Public Relations
  • Bowne
    Vice President, Sales - Capital Markets And Compliance
    Bowne Jan 2007 - Nov 2010
    In depth knowledge of capital markets and compliance financial communications. Well rounded skill set with demonstrated strengths in the areas of:- Business Development, through knowing and understanding the needs of clients and prospects, and applying an intimate knowledge of RR Donnelley’s suite of services and solutions to meet those needs. - Business/Social Networking by maintaining an active presence in the DC metro area business community and professional interest groups.- Account & Relationship Management by staying deeply engaged with clients through the entire lifecycle of the relationship, from client acquisition and onward for ongoing development of mutually beneficial business opportunities. - Project Management of business critical, confidential, and time sensitive client transactions. - Marketing Communications, Branding, and Public Relations
  • Bowne
    Marketing Coordinator
    Bowne Nov 2004 - Jan 2007
    - Project managed development of online proposal and presentation building tool. - Develop proposals and response strategies for business in excess of $40 million in contracts. Developed and implemented corporate RFP response process and created and managed content. - Authored content and managed the creative/design for internal corporate communications and for marketing communications (internal primers, direct mailing, online content, email marketing, brochures and promotional items - Developed sales strategy to support new product and service rollouts.

Michael Lopes Skills

Financial Modeling Ipo Private Equity Due Diligence Management Strategic Planning Product Development Mergers Strategy Project Management Marketing Marketing Strategy Leadership Business Development

Michael Lopes Education Details

  • University Of Virginia Darden School Of Business
    University Of Virginia Darden School Of Business
    Master Of Business Administration (Mba)
  • University Of Lynchburg
    University Of Lynchburg
    Political Science And Communications
  • Cheung Kong Graduate School Of Business
    Cheung Kong Graduate School Of Business
    Leading In An Emerging Economy

Frequently Asked Questions about Michael Lopes

What company does Michael Lopes work for?

Michael Lopes works for J.p. Morgan

What is Michael Lopes's role at the current company?

Michael Lopes's current role is Managing Director & Wealth Partner at J.P. Morgan Wealth Management.

What is Michael Lopes's email address?

Michael Lopes's email address is mi****@****wne.com

What schools did Michael Lopes attend?

Michael Lopes attended University Of Virginia Darden School Of Business, University Of Lynchburg, Cheung Kong Graduate School Of Business.

What skills is Michael Lopes known for?

Michael Lopes has skills like Financial Modeling, Ipo, Private Equity, Due Diligence, Management, Strategic Planning, Product Development, Mergers, Strategy, Project Management, Marketing, Marketing Strategy.

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