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Who We Are

MARY NABER KING
PRESIDENT AND FOUNDER

Prior to founding Sage Stone, Mary served as a Senior Vice President – Investments and Wealth Management Advisor at Merrill Lynch in Beverly Hills.  She is the author of “Catholic Investing: The Financial Effect of Screens“ in the Journal of Investing, the first published empirical research documenting the financial impact of socially conservative screens.  Her article "Christ’s Returns" was featured in Christianity Today.  Mary’s expertise in the field of ethical investing is highlighted in over half a dozen books and multiple magazines.  She is the first undergraduate in the history of Harvard University to receive a double major in Economics and Religion, with Honors.

 

MICHAEL LOPEZ
VICE PRESIDENT OF FINANCIAL ANALYTICS & OPERATIONS

Michael previously served as a Financial Management Consultant to Charter Mason in Melbourne, Australia. His prior roles include serving as a Senior Financial Analyst at Kaiser Permanente and a Controllership and Tax and Fixed-Income Accountant with Arthur Anderson.  He also served as a Financial Advisor at Merrill Lynch in the San Francisco area.  Michael holds a Masters of Applied Finance from the University of Melbourne, which he achieved after receiving his undergraduate degree in Economics from Harvard University.

SAGE STONE WEALTH MANAGEMENT

7946 Ivanhoe Avenue, Suite 316

La Jolla, CA 92037

tel: (858) 412-6404

fax: (858) 605-9608

info@sagestonewealth.com