Mark Lopez, Senior Consultant

Mark Lopez

Mark Lopez is a senior consultant with Strategy & Resources, and has enjoyed a successful career as a financial services executive and consultant. Mark currently focuses on corporate strategy and product development consulting for investment advisors, broker-dealers, banks, family offices and financial technology firms.

For many years, Mark served in senior management at LPL, where he eventually held the title Managing Director of Strategic Planning and Corporate Development. His achievements there included due diligence and M&A for several transformative deals, such as leading LPL’s successful conversion to self-clearing, a first for the independent broker-dealer industry. Mark also led the introduction of UMAs, wrap programs and a no-load variable annuity program for LPL. In 2007, Mark became Managing Director, Business Development at Global Portfolio Advisors, an international wealth management and technology company formed by LPL’s founders. While at Global Portfolio Advisors, Mark worked with financial institutions, regulators and consultants in India and China to develop and design a comprehensive wealth management platform for deployment to banks and insurance companies.

Mark lives in Tiburon, California, with his family. He serves on the Boards of Trustees of Mr. Tamalpais School (Co-Chair of the Development Committee) and the San Francisco Ballet (Development and Finance Committee).