Brian LopezAIF®, CPFA®
Managing Director•Business Development Officer
Brian LopezAIF®, CPFA®
Managing Director•Business Development Officer
Brian is a business development officer at CIBC Private Wealth with over 25 years of industry experience. In this role, he is responsible for introducing clients to CIBC’s full breadth of services and proposing solutions based on the unique needs of each client. Brian specializes in counseling companies and executives on critical topics including investment advisory oversight, expense analysis and risk assessment as it relates to their retirement programs.
Prior to joining CIBC, Brian served in senior roles at SVB, Boston Private, Sentinel Benefits & Financial Group and Fidelity Investments, where he acquired extensive investment knowledge and collaborated with dedicated teams to develop powerful, and lasting relationships with businesses, families and individuals.
Brian holds a Master of Business Administration from Bentley University and a Bachelor of Arts degree from the University of Massachusetts at Amherst, Isenberg School of Management.
He also holds an Accredited Investment Fiduciary designation and a Certified Plan Fiduciary Advisor credential.
Disclosures
AIF®: Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Certified Plan Fiduciary Advisor (CPFA®) is a professional designation awarded by the National Association of Plan Advisors (NAPA). It demonstrates expertise in acting as a plan fiduciary or helping plan fiduciaries manage their roles, responsibilities, and regulatory compliance under ERISA
