Carlos's Expertise

Carlos E. Calderon joined Ariel Investments in June 2021 to lead the Finance function for the firm. As Chief Financial Officer and a member of the firm’s Operating Committee, Carlos is responsible for the overall management of financial reporting, corporate development, planning and analysis, accounting, and capital management. He brings experience in strategic planning, decision support, financial systems, and building strong teams in the asset management industry.

Prior to joining Ariel, Carlos served as Vice President and Director of Financial Planning and Analysis (FP&A) at Eaton Vance, a subsidiary of Morgan Stanley Investment Management, where he oversaw strategic planning, profitability, management reporting, and the initiative investment committee for the multi-affiliate asset management and brokerage business. In addition to FP&A, he managed mutual fund investment management reporting for both the Eaton Vance Management and Calvert Management fund boards. Prior to joining Eaton Vance, he held leadership roles at State Street Global Advisors and BNY Mellon supporting Global Investment Management, Global Product, Marketing, and Wealth Management.

Carlos serves on the boards of various external affinity organizations, including the Junior Achievement of Northern New England Associate Board and City Year Seven Generations Board, and is a member of ALPFA (Association of Latino Professionals for America). He is an active volunteer and supporter of Hope for Kasai, a non-profit bringing education to the youth of Kasai Oriental in Congo Africa. Carlos earned his Bachelor of Business Administration in Corporate Finance from the Isenberg School of Management at the University of Massachusetts Amherst.