Karin J. Lopez, MBA

Karin joined the team at Arista Investment Advisors Ltd. in 2002 and has since become Vice President.  Her duties in this position include preparation of financial plans, retirement planning, planning for education funding, professional investment advice to clients, research and analysis, and offering portfolio recommendations for new and existing clients. Karin reviews investment options for clients, identifies their investment objectives and matches investment products to their financial goals.  This includes analysis for asset allocation and positioning portfolios for diversification, while making sure the portfolio is suitable for the client based on risk tolerance and client objectives.  Other duties include monitoring the recommended list of suitable funds, maintaining compliance requirements within the firm as well as overseeing many of the firm’s day-to-day operations and providing training to staff associates.  Karin views her most important job function as making sure clients’ needs are met.

Karin began her path in the Financial Services field at Trustco working in the Trust Department where she gained working knowledge of Trust Investments. She has also gained experience working on the broker/dealer side in a prior investment firm running managed asset programs.  Karin is a member of the Financial Planning Association, Women’s Business Council and is currently enrolled in the Certified Financial Planner™ (CFP) course.

Karin has been active in the financial services field for over twelve years.  She graduated from the State University of New York at Albany in 1989 with a Bachelor of Arts degree in Psychology with honors.  In December of 1996, Karin graduated Summa Cum Laude with a Master of Business Administration from the State University of New York at Albany. Karin was inducted into Beta Gamma Sigma – National Honor Society for Business Administration and Accounting at SUNY Albany in 1996.  Prior accomplishments include holding the Series 7 and 63 Licenses with the NASD and her Insurance license with the State of New York.  Karin attended and completed the Canon Trust School in Boston, MA.

Karin enjoys being involved in the academic and social activities of her daughters Jennifer and Jessica and her stepdaughters Jessica and Melissa.