Connie Lopez

Connie is the Vice President of Business Services at Cumberland Advisors. In her role, she oversees the Business Services department, ensuring all accounts are reconciled and the full lifecycle of accounts is meticulously managed. Connie works closely with the Private Wealth and Asset Management service teams and acts as the primary liaison for all custodian relationships. Having been with the firm since 2001, Connie brings decades of invaluable experience. Over her career, she has held various positions, including Administrative Assistant, Client Services Representative, and Trading Assistant, all of which have contributed to her extensive expertise.