Carlos Castellanos

Associate, Capital Markets

With nearly five years of professional experience, Carlos Castellanos, our Capital Markets Associate, has a diverse background. He worked at UBS in asset management, financial planning, and advising high net worth and ultra-high net worth individuals, ultimately earning accreditation as an Asset Management Specialist. Additionally, Carlos has experience in Latin American Banking, collaborating with C-suite executives at Banco Venezolano de Credito in Caracas, Venezuela.

In his personal life, Carlos values time with his family and engages in activities such as golf, tennis, running, and skiing. His favorite part of the job is assisting investors in finding solutions that perfectly align with their financial needs.

Bradford Potthoff
Alexander Weese