- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Investment Associate within Northern Trust’s Foundation & Institutional Advisors practice, Carlos works with a broad range of organizations focused on healthcare, arts, sciences, education and youth development. He specializes and is passionate about the investment practice, finance, the global economy and financial markets.
Experience
Prior to joining Northern Trust Carlos held a position as a Corporate Banking Analyst working on a portfolio of corporate leveraged loans at International Finance Bank (IFB).
Joined Northern Trust
2022
Education
Bachelor of Science in Finance and Marketing from Florida State University.
Credentials
CFA L2 Candidate.
Miami
Cash Services Available | ATM Available*
600 Brickell Avenue
Suite 2400
Miami, Florida 33131
*Account transaction fees may apply when a non-Northern Trust card is used.
**Allpoint and MoneyPass Network ATMs are surcharge free for NT cardholders. Locate these ATMs in the Private Passport App by selecting Find ATM on the sign in landing page. Some Allpoint ATMs may display a surcharge screen. Select “Yes” to proceed; a surcharge will not be charged, displayed on your receipt, or deducted from your account.