Meet Our Team
With Aureus Asset Management, you aren’t one advisor’s client. You are the entire firm’s client. Because we believe client service and portfolio management should be a collaborative effort.
With Aureus Asset Management, you aren’t one advisor’s client. You are the entire firm’s client. Because we believe client service and portfolio management should be a collaborative effort.
Partner, Director of Manager Research
Carlos had 15 years of experience in the investment management business upon joining Aureus in 2014. He is responsible for identifying, selecting, and managing our relationships with external investment managers included in client portfolios. Carlos came to Aureus from North American Management, where he was vice president and director of alternative investments. Earlier in his career, he was a senior analyst with LongVue Advisors and spent several years with Goldman Sachs.
Carlos earned his BS in political science from Pace University.
To contact Aureus, please call 617.728.8900 or complete this form.