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About
Diego Lopez is an institutional trader at Lantern Investments in New York, NY, with over two decades of professional trading experience. In his current role since 2004, he is responsible for executing large-scale transactions for institutional clients and managing risk across multiple asset classes, including equities and fixed income.
His career encompasses notable positions such as Head Trader at Dirks & Company from 1998 to 2002, where he developed expertise in complex trade execution and sector analysis. At Lantern Investments, Diego is known for his focus on public markets, handling trades in U.S. Treasury securities, municipal bonds, and corporate debt, with an in-depth knowledge of fixed income strategies and institutional client needs.
Diego holds a degree in International Finance from Iona College and began his education at Holy Cross High School. His extensive tenure and senior roles have contributed to the development of best trading practices and risk management within the institutional finance sector, solidifying his reputation as a reliable and highly skilled trader dedicated to fixed income and equity markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| lantern investments | institutional trader | Nov 2004 to Present | — |
| Dirks & company | Head Trader | Jan 1998 to Nov 2002 | — |
Education
Holy Cross High School
Iona College
International Finance
Skills & Expertise
Others at Lantern Wealth Advisors, LLC (3)
| Name | Role | Location |
|---|---|---|
| Senior Vice President and Investments - Lantern Investments | Melville, NY , United States | |
J Jonathan Heimowitz | Senior Vice President-Investments | Woodmere, NY , United States |
F Francis Horneff | Vice President - Investments | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Landmark Wealth Management, LLC | Mount Sinai, NY , United States |