Insigneo, a leading financial services firm, has announced the addition of Virginia Lopez as Platform Capabilities Manager within its Investment Solutions Group. Lopez will be based in Montevideo, where she will oversee the enhancement and adoption of the firm's platform offerings and work closely with investment professionals across all regions to deliver tailored solutions for their clients. In her new role, she will report to Mirko Joldzic, Insigneo’s Head of Investment Solutions.
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Virginia Lopez, Platform Capabilities Manager (Photo: Business Wire)
Lopez brings two decades of experience in the financial industry, holding leadership roles at renowned firms including BlackRock, Merrill Lynch, and Lord Abbett. Her expertise spans investment consulting, platform optimization, and client engagement. A native of Uruguay, Lopez has also worked extensively across Latin America, including in Argentina and Chile, and has developed a reputation for her strategic thinking and ability to foster innovation.
“This is an incredible opportunity to join a firm like Insigneo, renowned for combining a global perspective with a client-centered approach,” Lopez said. “I look forward to collaborating with such talented professionals to continue innovating and delivering excellence to our clients.”
As Platform Capabilities Manager, Lopez will focus on optimizing Insigneo’s product suite, ensuring alignment with client needs. Her responsibilities will include leading educational initiatives for investment teams, integrating new technologies, and identifying strategic opportunities for platform enhancements.
Mirko Joldzic, Head of Investment Solutions at Insigneo, expressed confidence in Lopez’s ability to drive impactful change. “Virginia’s extensive experience and leadership in platform optimization and investment management are invaluable assets,” Joldzic said. “We are excited to have her onboard to help elevate our offerings and deliver greater value to our clients.”
In addition to her professional achievements, Lopez is a multilingual professional fluent in Spanish, English, and Portuguese. She holds a degree from the Faculty of Economics and Administration at the University of the Republic of Uruguay and has pursued additional certifications, including CFA Level I candidacy and training as a health coach.
This strategic appointment underscores Insigneo’s commitment to empower its advisors with the most advanced tools and innovative solutions, ensuring they can deliver exceptional value to their clients and achieve outstanding outcomes in an ever-evolving financial landscape.
About Insigneo
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $27 billion in supported customer assets, Insigneo empowers more than 250 investment professionals serving over 31,000 clients. For more information, visit www.insigneo.com.
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