Carlos is a Vice President and Wealth Advisor at Sequioa Sentinel, the Family Office division of Sequoia Financial Group. In this role, Carlos works with a small number of families to manage their investments, trust and estate planning, philanthropic giving, and any other financial goals. Prior to Sequoia (formerly Zeke Capital), Carlos worked at Morgan Stanley Wealth Management.
Earlier in his career he spent over 12 years in Corporate & Investment Banking at international banks ING and Societe Generale, where he was a relationship manager covering Food & Agriculture and Commodity Traders. As a Duke Undergraduate, Carlos majored in Environmental Sciences & Policy, and spent a semester "abroad" at the Duke Marine Lab in the fall of 2004.
Carlos is bilingual, speaking fluent Spanish, and serves on the Duke Philadelphia regional alumni board.