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Peter Lopez

Peter Lopez

Principal at Granite Investment Partners, LLC

La Habra, CA , United States

About

Peter Lopez is Principal and Portfolio Manager at Granite Investment Partners, LLC, based in La Habra, California. In this leadership role, he is responsible for managing equity strategies and overseeing investment portfolios for both institutional and high-net-worth clients, with a particular emphasis on research and portfolio construction within the firm's investment team.

At Granite, Lopez supports the management of small cap equity and small core equity strategies, collaborating with other principals to focus on domestic equities—primarily small and mid-cap stocks—as reflected in Granite's disclosed holdings and advisory services. He has been a key figure in the expansion of Granite’s institutional equity investment capabilities since joining following its foundation by ex-Transamerica colleagues.

Previously, Lopez served as Director of Research at Transamerica Investment Management and began his career as a credit analyst at TIAA-CREF, bringing over 30 years of industry experience. He holds a B.A. in Economics from Arizona and an MBA in Finance from the University of Michigan Business School, underscoring his expertise in equity research, portfolio management, and multi-cap investment strategies.

Career History

OrganizationRoleDate RangeDetails
Granite Investment PartnersPrincipalJul 2011 to Present
Transamerica Investment ManagementDirector of ResearchFeb 2003 to Jun 2011
TIAA-CREFCredit AnalystJan 1993 to Jan 1995

Education

University of Michigan Business School

MBA, Finance

1991 1993

Skills & Expertise

Series 63
Microsoft Excel
Analysis
Sales
Financial Modeling
Investment Strategies
Investment Management
Asset Managment
Asset Management
Investment Advisory
Valuation
Equities
Credit
Alternative Investments
Investments
Mutual Funds
Equity Research
Fixed Income
Portfolio Management
Asset Allocation
Bloomberg
Public Speaking
Marketing

Others at Granite Investment Partners, LLC (14)

NameRoleLocation
D
Douglas Morse
PrincipalLos Angeles, CA , United States
Ed Han
Ed Han
Principal, Portfolio ManagerManhattan Beach, CA , United States
Emerson Whitley
Emerson Whitley
PrincipalSan Francisco, CA , United States
Geoff Edelstein
Geoff Edelstein
PrincipalLos Angeles, CA , United States
J
Jeff Hoo
Principal and Portfolio ManagerLos Angeles, CA , United States
J
Josh Shaskan
PrincipalSan Francisco, CA , United States
K
Krista Modugno
Principal, Head TraderLos Angeles, CA , United States
Melissa Van Deudekom
Melissa Van Deudekom
AssociateCerritos, CA , United States
Michael Zabran
Michael Zabran
Equity Research AnalystIrvine, CA , United States
P
Pankaj Chandak
Portfolio ManagerLos Angeles, CA , United States
Showing 1-10 of 14 team members