Rene LopezvictoriaAssociate, Wealth Advisor, Dallas - Ross & Blumenthal
Rene Lopezvictoria, Dallas - Ross & Blumenthal, focuses on helping clients understand their current financial situation, identifying their goals, and providing them with the tools and investment strategies to achieve them. Rene is based out the Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Rene has been in the financial services industry for over 13 years, having started his career in risk and portfolio management in Mexico City. Prior to joining Goldman Sachs Personal Financial Management, Rene advised and invested on behalf of families in the ultra-high net worth space at Goldman Sachs’ Private Wealth Management Group.
Rene graduated with a B.S. in Financial Administration from Tecnólogico de Monterrey in Mexico City, and has an M.B.A in Finance and Capital Markets from the Kelley School of Business at Indiana University.
Rene and his wife live in Dallas, TX and have a son and a senior pug named Jambo. Rene loves spending time with his family, traveling, listening to music, watching movies, and is an avid soccer and Formula 1 fan. Rene sits on the board of the Mexican Entrepreneur Association (Asociacion de Empresarios Mexicanos – AEM) in its DFW Chapter, where he serves as Treasurer.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.