Get To Know Ivan

Ivan Lopez is an 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 graduated with a Bachelor of Science in Finance and Business Data Analytics from the W.P. Carey School of Business, Arizona State University.  Ivan was a member and head of the internal audit committee of Beta Alpha Psi, the international honor organization for financial information students, and 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.


Number of coding languages he knows


Person in his family to graduate from college

What is an influential book you’ve read?

The Giver  by Lois Lowry.  It really made me understand the importance of history.  

- Ivan Lopez


Number of tmes it took him to pass his driving test

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