Carlos's Expertise

Carlos is Chief Financial Officer of Ariel Investments and Ariel Alternatives where he is responsible for financial functions across all subsidiaries, including financial reporting, corporate development, planning and analysis, accounting, and capital management. Carlos is also a member of Ariel’s Operating Committee and the chair of Ariel Alternatives’ valuation committee, which determines the valuation of portfolio companies in the private equity portfolios. Carlos brings extensive experience in strategic planning, decision support and financial systems within the asset management industry. Prior to joining Ariel, Carlos served as director of financial planning and analysis at Morgan Stanley’s subsidiary, Eaton Vance, where he was responsible for financial oversight across active equity and alternatives strategies within Eaton Vance Management, Parametric, Calvert, and Atlanta Capital as well as all financial reporting for their mutual fund entities, including corporate investor relations. Previously, he was the global finance manager for State Street Global Advisors’ (SSGA) investment management division and oversaw financial reporting, planning and controls for the firm’s global equities, fixed income, private equity, and other alternative strategies and products. During his tenure at SSGA, Carlos oversaw the lift-out and ongoing financial management of SSGA’s alternative strategies expansion, including serving on the acquisition and integration team for the GE Asset Management ($100 billion AUM) acquisition, which involved integrating active equity, private equity, private credit, and real estate franchises into SSGA. Early in his career, Carlos held various leadership roles at BNY Mellon Investment Management, ultimately as regional CFO for the Southeast practice, which at the time totaled over $9 billion in assets under management. Carlos serves on the boards of Hope for Kasai, a non-profit bringing education and resources to the youth of Kasai Oriental in Congo Africa, and the Chicago Council on Global Affairs, which fosters a deeper understanding of global affairs through community engagement. He also sits on the advisory board of the Chicago Chapter of the Association of Latino Professionals for America. Carlos earned his BBA in corporate finance from the Isenberg School of Management at the University of Massachusetts Amherst.