Caroline Lopez

Caroline Lopez is a Partner at Wealthfront, where she leads strategic initiatives focused on expanding the firm's automated investment services and enhancing client portfolio management. Her role includes oversight of asset allocation strategies, implementation of fintech advancements, and sustaining Wealthfront’s position as an innovator in digital wealth management.

Caroline specializes in technology-enabled investing, with particular expertise in portfolio diversification, passive investment vehicles, and digital solutions for millennial investors. Her work at Wealthfront encompasses sectors such as equities, fixed income, and alternative assets tailored for automated platforms, as well as initiatives related to educational savings plans.

Before joining Wealthfront in 2019, Caroline earned her Executive MBA in Finance and Investment & Business Analytics from the University of Virginia Darden School of Business, reinforcing her analytical and leadership credentials. She is recognized for driving the integration of advanced analytics and business strategy in fintech, and has contributed to the evolution of robo-advisory services for mass affluent and next-generation investors.