Carlos is the Director of Portfolio Management at Zeke Capital Advisors. Prior to Zeke Capital Advisors, Carlos worked at Morgan Stanley with individuals and families to build customized, goals-based financial plans, and then identify the strategies and products to help achieve these goals. Earlier in his career he spent over 12 years in Corporate & Investment Banking at international banks ING and Societe Generale, where he covered Food & Agriculture and Commodity Traders.
As a Duke Undergraduate, Carlos majored in Environmental Sciences & Policy, and spent a semester "abroad" at the Duke Marine Lab in the fall of 2004. Carlos is bilingual, speaking fluent Spanish, and is active in the Dallas community, serving on the Boards of Directors for Duke North Texas and the Turtle Creek Conservancy.