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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Granite Investment Partners | Principal | Jul 2011 to Present | — |
| Transamerica Investment Management | Director of Research | Feb 2003 to Jun 2011 | — |
| TIAA-CREF | Credit Analyst | Jan 1993 to Jan 1995 | — |
Education
University of Michigan Business School
MBA, Finance
1991 — 1993
Skills & Expertise
Others at Granite Investment Partners, LLC (14)
| Name | Role | Location |
|---|---|---|
D Douglas Morse | Principal | Los Angeles, CA , United States |
| Principal, Portfolio Manager | Manhattan Beach, CA , United States | |
| Principal | San Francisco, CA , United States | |
| Principal | Los Angeles, CA , United States | |
J Jeff Hoo | Principal and Portfolio Manager | Los Angeles, CA , United States |
J Josh Shaskan | Principal | San Francisco, CA , United States |
K Krista Modugno | Principal, Head Trader | Los Angeles, CA , United States |
| Associate | Cerritos, CA , United States | |
| Equity Research Analyst | Irvine, CA , United States | |
P Pankaj Chandak | Portfolio Manager | Los Angeles, CA , United States |