Carlos is Head of Fundamental Equity and the team’s Lead Portfolio Manager. As the Lead Portfolio Manager, Carlos oversees the investment research process and has ultimate responsibility for the positioning of investment portfolios. Carlos started at MacKay Shields, including predecessor entities, in 2011 as a Portfolio Manager for international and global equity portfolios.
Previously, he spent seven years at Morgan Stanley, initially serving as a Health Care sector analyst before serving as a Research Analyst and Portfolio Manager for the Global Growth Team. Additionally, he spent four years working at JPMorgan as an analyst and Portfolio Manager. Carlos received his BS in Finance from Georgetown University and his MBA from the Wharton School at the University of Pennsylvania, where he was a Robert Toigo Foundation fellow. Carlos is also a CFA charterholder and a member of the New York Society for Security Analysts. He has been working in the investment industry since 1999.