Scott Lopez is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Bank in Newport Beach, CA. He has more than 25 years of business, leadership and management experience, working with business owners, individuals and their families.
Scott began his career at Bank of America in 2018. He leads a collaborative team that strives to help high-net worth clients manage the complexities of their financial and legacy planning, and to develop an integrated strategy tailored specifically for their goals and aspirations. Scott can also offer clients access to banking, credit and lending opportunities from Bank of America, N.A.
Prior to joining Bank of America, he served as Managing Director at Primary Capital LLC, providing him with experience and insight into investment banking and the public markets, as well as working with high net worth investors, venture capitalists, private equity and family offices. Early in his career, he served as a Fighter Pilot and Public Affairs Officer in the United States Marine Corps. In corporate America, he has held executive management positions for EchoStar / DISH Network and Starz Encore. He was also a medical device sales representative for Boston Scientific and Biotronik. He is also an entrepreneur and angel investor.
Scott Lopez obtained an M.B.A. from The Thunderbird School of Global Management and a Bachelor of Arts Degree in Economics from the University of New Mexico. He has also attended executive management courses at Pepperdine University and the Harvard Business School.
Scott has two teenage daughters and competes as a Brown Belt in Brazilian Jiu Jitsu.