Get To Know Ivan

Ivan Lopez recently joined Tarbox Family Office as Investment & Technology Analyst.  He supports the firm by analyzing applications and implementing innovative technology solutions to improve efficiency and enhance our clients’ overall experience. 

Ivan’s work experience spans several ascending positions at J.P. Morgan Chase and, most recently, as an Investment Analyst intern at MRA Associates, both while attending Arizona State University full-time.  In his “spare time”, he became an expert in Python and VBA coding.

Ivan recently graduated with a Bachelor of Science in Finance and Business Data Analytics from the W.P Carey School of Business, Arizona State University, where he was a member and head of the internal audit committee of Beta Alpha Psi, the international honor organization for financial information students.  He is a Level I candidate for the Chartered Financial Analyst designation and was a member of the Arizona State University CFA Research Challenge team.   Ivan is involved in the Phoenix community as an advanced VITA (Volunteer Income Tax Assistance) preparer, and as a volunteer for the Feed My Starving Children organization.

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- Ivan Lopez

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