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. Her highly customized solutions often include a sophisticated combination of asset classes, including 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 investments 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.

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’re passionate F1 enthusiasts and they spend their weekends hiking, biking, and skiing. When not exploring the great outdoors, you can find Lola in a yoga studio.