Carlos Rodriguez Cfa, Caia

Carlos Rodriguez, CFA, CAIA has a comprehensive work experience spanning across multiple prestigious companies. Carlos started their career as an Associate Financial Advisor at Oppenheimer & Co. Inc in 2005. From there, they moved on to Bear Stearns in 2007, where they held the position of Associate until 2008. In 2008, they joined Newton Investment Management, where they initially served as a Portfolio Specialist & Relationship Manager before rising to the role of Head of Portfolio Specialist and Intermediary Relations Group, Americas in January 2018. Carlos has displayed consistent growth and expertise throughout their career in the finance industry.

Carlos Rodriguez, CFA, CAIA holds a CAIA Charter from the Chartered Alternative Investment Analyst Association, which they obtained in 2013. Carlos is also a CFA Charter Holder from the CFA Institute, which they achieved in the period from 2007 to 2010. Carlos completed their Master's degree in Economics at Hunter College in 2007, following their Bachelor's degree in Economics from the same institution between 2001 and 2005. In addition to their degrees, Carlos has obtained the Chartered Financial Analyst (CFA) certification, although the specific details regarding the institution and year of acquisition are not provided.