United Asset Management
Carlo joined United in 2019 after graduating from St. John’s University with a BS in Economics. As a Client Experience Team member at United, Carlo serves as the point of contact for both clients and custodians. His responsibilities include providing administrative, business, and technical support to clients and team members.
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United Asset Management
UnitedAsset.com is a fee based independent registered investment advisory firm serving families, businesses, pensions and foundations.