MIAMI-Insigneo, a leading financial services firm, today announced the addition of Virginia Lopez as Director of Platform Capabilities 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, Head of Investment Solutions at Insigneo.
“Virginia’s extensive experience and leadership in platform optimization and investment management are invaluable assets”
Lopez brings two decades of experience in the financial sector, where she has held senior roles at renowned firms such as BlackRock, Merrill Lynch and Lord Abbett. Her experience spans investment consulting, platform optimization and client engagement. Originally from Uruguay, Lopez has also worked in several Latin American countries, including Argentina and Chile, and has developed a strong reputation for her strategic thinking and ability to foster innovation.
“It is an incredible opportunity to join a firm like Insigneo, known for combining a global perspective with a client-centric approach,” said López. “I look forward to collaborating with their highly talented professionals to continue innovating and delivering excellence to our clients.”
As Director of Platform Capabilities, Lopez will focus on optimizing Insigneo’s product suite to ensure alignment with client needs. Her responsibilities will include leading educational initiatives for investment teams, integrating new technologies, and identifying strategic opportunities to enhance the platform.
Insigneo’s Head of Investment Solutions, Mirko Joldzic, 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,” said Joldzic. “We are excited to have her join us to help elevate our offerings and deliver greater value to our clients.”
In addition to her professional achievements, López is a multilingual professional who is fluent in Spanish, English and Portuguese. She holds a degree from the Faculty of Economics and Administration of the University of the Republic of Uruguay and has obtained other certifications, such as the candidacy for Level I of Certified Financial Analyst and training as a health coach.
This strategic appointment underscores Insigneo’s commitment to equipping its advisors with the most advanced tools and innovative solutions, ensuring they can deliver exceptional value to their clients and achieve outstanding results in an ever-evolving financial landscape.
About Insigneo
Insigneo is a leading global wealth management firm that provides services and technologies to enable investment professionals to successfully serve their clients around the world. Insigneo leverages its customized solutions, client-centric service, and custodial relationship with BNY Pershing to deliver a best-in-class, fully integrated, independent wealth management platform. With over $27 billion in client assets, Insigneo has over 250 investment professionals serving over 31,000 clients. For more information, please visit www.insigneo.com .
The original source-language text of this announcement is the official, authoritative version. Translations are provided for accommodation only and should be cross-checked with the source-language text, which is the only version of the text that will have legal effect.
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