Carlos Jr
Founder, CEO at Two Pillars Asset Management | Frisco, Texas, United States
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Carlos Jr. is a seasoned leader in the institutional investment management sector, currently serving as the Founder and CEO of Two Pillars Asset Management. With a career spanning nearly three decades, he has honed his expertise in portfolio management, asset management, and trading, focusing on fixed income, equities, and ETF/index construction. His extensive background has equipped him with a deep understanding of the complexities of the investment landscape, allowing him to navigate market fluctuations and deliver tailored solutions for clients.
At Two Pillars, Carlos has pioneered a faith-driven investment model that resonates with impact-minded investors seeking to align their financial goals with their values. Under his leadership, the firm has developed innovative portfolio and subadvisory services that emphasize socially responsible investing, ensuring that clients can achieve their stewardship objectives without compromising their principles. Carlos is particularly passionate about screen-based investing and goal-based planning, which empower retail investors to make informed decisions that reflect their beliefs.
His commitment to operational excellence is evident in his adept use of advanced investment technology, including Charles River IMS, to enhance portfolio performance and risk management. Carlos's strong business development acumen has been instrumental in establishing Two Pillars as a trusted partner in the investment management industry, fostering relationships that prioritize integrity and transparency. As he continues to drive the firm’s vision, Carlos remains dedicated to educating investors on the importance of aligning their financial strategies with their personal values, ensuring that their investments not only yield financial returns but also contribute positively to society.
Founder, CEO at Two Pillars Asset Management in January 2019 to Present
Deputy Portfolio Manager at CWM Advisors, LLC (Inspire) in October 2015 to October 2018
Vice President, Investments at Firmo Investment Consulting Services in May 2014 to October 2015
Wealth Consultant / Independent Contractor at Beacon Wealth Consultants, Inc. in April 2013 to May 2014
Sr. Business Analyst / Project Manager at GoldenTree Asset Management, LP in August 2005 to March 2012
Financial Advisor at UBS in April 2004 to July 2005
Vice President, High Yield Sales Trader at Stone & Youngberg in March 2002 to March 2004
High Yield Sales Trader at MarketAxess in May 1998 to March 2002
Equity Sales Trader at BNY ConvergEx in April 1995 to May 1998
Trading Assistant - Latin American Emerging Markets Desk (Sovereign Debt) at First National Bank of Chicago in January 1995 to March 1995
Account Executive at M.S. Farrell Holdings, Inc. in April 1994 to December 1994
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Interpersonal Skills
Investing
Tax Advisory
Trusts
Financial Advisory
RIAs
Financial Planning
Retirement Planning
Investment Strategies
Equity Trading
Wealth Accumulation
Project Management
Sales Leadership
Sales Execution
Request for Proposal (RFP)
Executive Visibility
Business Relationship Management
Portfolio Management
ETFs
Trading
Fixed Income
Investment Management
Asset Allocation
Asset Management
Alternative Investments
Bonds
Business Analyst
Business Development
Cash Management
Electronic Trading
Equities
Finance
Financial Markets
Financial Services
Front Office
Hedge Funds
Investments
Investment Advisory
Mutual Funds
Operational Risk
Securities
Software Project Management
Wealth Management
Bloomberg
Trading Systems
Buy-side
Charles River IMS
CRD
Credit Derivatives
Distressed Debt
FIX
Functional Requirements
High Yield Bonds
Institutional Sales
MarketAxess
Market Data
Money Management
Prime Brokerage
Relative Value
Series 65
Socially Responsible Investing
Analytical Skills
Microsoft Excel
Financial Analysis
Stocks
Problem Solving
Critical Thinking
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Discover more about Two Pillars Asset ManagementWhat is Carlos Jr email address?
Email Carlos Jr at [email protected]. This email is the most updated Carlos Jr email found in 2026.
What is Carlos Jr phone number?
Carlos Jr phone number is +14699410261.
How to contact Carlos Jr?
To contact Carlos Jr send an email to [email protected]. If you want to call Carlos Jr try calling on +14699410261. (updated on October 29, 2024)
What company does Carlos Jr work for?
Carlos Jr works for Two Pillars Asset Management
What is Carlos Jr's role at Two Pillars Asset Management?
Carlos Jr is Founder, CEO
What industry does Carlos Jr work in?
Carlos Jr works in the Financial Services industry.
Carlos Jr Email Addresses
Carlos Jr Phone Numbers
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