2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

David Lopez

David Lopez

Portfolio Associate
(650 854-9150 LinkedIn

There is no typical day in David Lopez’s schedule. As someone with a passion for absorbing new information, he prefers it that way. As a Portfolio Associate, David splits his time between providing operational, trading, and research support to the team for both individual and institutional clients.

David honed his skills and ability to move seamlessly between departments as a summer analyst here at Sand Hill through the California State University, Sacramento Student Investment Fund. His dedicated work conducting research and due diligence across asset classes and his experience serving as Senior Portfolio Manager and President of the investment committee for the Student Investment Fund have made him stand out as a strong support resource for our clients.

David spends most of his free time studying how people can leverage technology to live far better lives. He is also interested in the intersection between commerce, technology, and government, and how it shapes the world. He also enjoys learning through travel and is planning trips to Asia and Europe this year. It’s this natural curiosity about the world that makes him a powerful addition to the Sand Hill team.

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If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.