Josephine Lopes

Client Service Associate

“I love being part of a small, intimate team where we are all passionate about helping our clients and understanding their needs. I enjoy interacting with clients on a daily basis—whether it’s scheduling an appointment or handling an urgent request in a timely manner. It’s always very rewarding to know that I’ve helped make their lives easier in the simplest way.”

Jossie joined Shorepoint Capital Partners in 2015 and is responsible for providing administrative and operational support for the firm. She works with our clients, responding to their requests and account inquiries.

Professional Experience and Education

Prior to joining Shorepoint, Jossie was a Patient Service Representative at Walden Behavioral Care.

She earned her B.S. in Marketing from Bentley University, where she was a member of ALANA and Coming Full Circle, programs designed to help multicultural students transition into the community.

Fun Facts

Jossie lives in Easton, MA with her son. She enjoys Zumba, traveling and spending time with family and friends.