Carlos is a Portfolio Strategist with the Investment Solutions Group of Merrill Lynch Wealth Management. He represents the Chief Investment Office in this region and communicates the firm’s overall macroeconomic and market outlook, as well as their current views on asset classes and sectors. Carlos also partners with Financial Advisors to support their execution of a disciplined investment strategy, with the goal of creating more consistent client outcomes. In addition, he actively supports Financial Advisors in in their efforts to acquire and retain ultra-high net worth clients, and has effectively participated in meetings with individuals, families, and business owners.
Carlos has 16 years of industry experience, and first joined Merrill Lynch Wealth Management in 2011 with the Investment Advisory team. He received his Undergraduate Degree from Stanford University, his MBA from UCLA Anderson School of Management, and is also a Chartered Financial Analyst®. He currently resides in Irvine, CA with his wife and four children.