Carlos earned his Bachelor of Arts degree and a Certificate in Markets & Management Studies from Duke University in 2006.

Prior to Sequoia, Carlos was an Advisor at Morgan Stanley, where he led a practice working with executives, business owners and high net worth individuals and families.  Through his practice, Carlos provided his clients with guidance on holistic wealth planning and investment strategy, with focus areas including Alternative Investments, Risk Management, and Liquidity/Estate Planning.   Before joining Morgan Stanley, Carlos spent 12 years in Corporate & Investing Banking at international banks ING and Societe Generale, covering the Food & Agricultural Commodities industry.  He acted as a Relationship Manager for both domestic and multinational clients, acting as the primary point of contact for C-suite executives and providing a wide variety of services including Lending, FX, Debt Capital Markets, and Commodity Hedging.

Carlos, a New York native, moved back to the Northeast after spending 10 years in Dallas, Texas.  He currently lives in Berwyn, PA with his wife Kyra and sons Cameron and Carson.  In his free time, Carlos enjoys playing ice hockey, traveling, cooking, and skiing.