Dolores Santos

Drawing on more than 15 years of professional investing and wealth planning experience, Lola Santos designs, implements and maintains highly customized investment strategies for a global clientele of affluent families and individuals. Her primary focus is on developing goals-based plans that precisely address each client’s specific risk profile and liquidity needs. She often uses a sophisticated combination of equities, fixed income, alternative investments, derivatives and foreign exchange, through a diverse range of vehicles in the public and private markets, to deliver a remarkably personalized investment portfolio.

Prior to joining Morgan Stanley in 2025, Lola spent 15 years at the J.P. Morgan Private Bank. She joined J.P. Morgan in New York as an Analyst on the investments desk, where she worked with ultra high net worth families in Latin America. In 2021, Lola relocated with her family to Boulder, Colorado, and joined the investments team for the Rockies Region. Prior to J.P. Morgan, she was a Consultant with McKinsey & Company, working with the private initiative, governments and NGOs internationally. She also spent over a year volunteering in orphanages in Brazil and Malawi.

Lola brings a global mindset, a rigorous approach to portfolio construction, and a passion for delivering results that reflect each client’s unique objectives and risk tolerance. Her approach is defined by precision, depth of research, and an unwavering commitment to aligning investment strategy with each client’s broader financial vision.

Born and raised in Mexico, Lola earned a B.S. in economics from the Tec de Monterrey. She and her husband, Roberto, cherish outdoor adventures with their sons, Joaquín and Sebastián. They are passionate F1 enthusiasts and spend their weekends hiking, biking and skiing. When not exploring the great outdoors, you can find Lola in a yoga studio.