Client Advisory


Carlos is an Associate in the Westfield office. He is a member of the Alternative Investment Operations team; he ensures the accuracy of the alternative investments data on the reporting platforms.

Previously, Carlos worked at Simon Quick Advisors. During his time there he was a Reporting Analyst that focused on reconciliation of Alternative Investments, troubleshooting reporting issues, document management and assisting with historical conversions.


  • MBA from Ramapo College of New Jersey
  • Bachelor’s degree in International Business from Ramapo College of New Jersey

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