Carla helps develop and implement investment and wealth planning strategies that are integrated, tax-efficient and targeted to achieve unique client goals and aspirations. She is especially interested in impact investing and advising LNW clients on ways to align investment portfolios with their environmental and social priorities, as well as working with the younger generations within families.
At LNW, Carla is involved in all aspects of client-account management and wealth planning. Among other things, she works closely with LNW wealth managers to maintain the appropriate asset allocation strategy within client investment portfolios, to conduct the sustainability analysis that guides each client’s long-term wealth plan, and to propose solutions that enhance client-goal achievement.
Prior to LNW, Carla was a wealth management associate at UBS. She is fluent in Spanish.
- Chartered SRI Counselor™
- B.A in Political Science, University of Florida
- M.A. in International Relations, American University
- Sheldrick Wildlife Trust
Exploring the Pacific Northwest, travel, fine food.