Expertise
Executive Biography
His career spans multiple economic cycles and asset classes, enabling him to develop a comprehensive view of wealth management—one in which investing is not treated in isolation, but as part of a broader architecture encompassing capital structure, risk management, and long-term financial objectives.
From a structural perspective on risk and capital efficiency, Carlos formed and leads a multidisciplinary team of quantitative developers, software engineers, traders, and portfolio managers, focused on the creation, validation, and execution of systematic trading models across major U.S. financial markets.
His role is not that of an individual trader, but rather that of an architect of a high-performance investment organization and director of the end-to-end investment process. He works with high-net-worth investors and institutions to define governance frameworks, control structures, strategy evaluation methodologies, capital allocation rules, and risk management systems.
Under his leadership, the team has built an infrastructure that integrates data, automation, algorithmic execution, financial planning, and continuous monitoring, with the objective of reducing emotional intervention and increasing the consistency of risk-adjusted outcomes.
The platform operates under a philosophy of quantitative discipline and advanced financial planning, where every strategy undergoes rigorous research, backtesting, drawdown controls, adverse scenario simulations, and periodic review. This approach enables capital to scale in an orderly manner while maintaining clear responsibility structures, allocation rules, and decision-making frameworks across different investor profiles.
Investment & Operating Framework
Asset Classes: Equities and Futures
Model: Systematic and quantitative trading
Technology: Proprietary algorithms, automation, statistical analysis, and AI
Horizon: Multi-strategy with active risk management
Financial Planning Focus:
Strategic capital allocation
Exposure and correlation control
Scenario planning aligned with wealth objectives
Primary Objective:
Consistency, volatility control, and capital efficiency across market cycles
Professional Philosophy & Decision Framework
Carlos’s experience across multiple investment cycles and asset classes led him to a core conclusion:
Sustainability in financial markets does not come from isolated intuition, but from robust structures, clear processes, financial planning, and disciplined risk control.
His philosophy is built on four foundational principles:
1. Elimination of Emotional Bias
Technology and algorithms do not replace human judgment, but they effectively remove behavioral biases that erode long-term performance and discipline.
2. Structure Before Performance
Returns are the result of well-designed processes, not the starting point of decision-making.
3. Risk as the Central Variable
Downside management, capital preservation, and scenario planning take priority; returns are a secondary function of disciplined risk control.
4. Continuous System Evolution
Models, allocations, and decision frameworks are constantly adjusted, validated, and improved in response to structural market changes.
Institutional Positioning
The platform does not rely on discretionary decisions or individual actors.
It operates as an organized, auditable, and scalable system, managed by a team with deep technical capabilities, clearly defined processes, and established governance.
Carlos leads this model with a long-term vision:
to build an asset management and financial planning infrastructure capable of adapting to different market cycles, asset classes, and investor profiles—without compromising discipline, control, or transparency.