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Biography

Carlos is an Associate based in our Park Avenue office, playing a role in the Wealth Management practice. He is primarily responsible for helping advisors onboard new clients, facilitating communication between domestic and international clients, and overseeing the quarterly client reporting process.

Education

  • B.A. in Political Science Southern Methodist University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.