Carlos Morales
Profile
Mr. Carlos Morales is Vice President & Director-Investment Services at Momentum Investment Partners LLC.
Prior to joining Avatar Investment Management, Mr. Morales built and managed the trade support team to support the Merrill Lynch Managed Account Advisors (MAA) business unit.
This business comprises more than 200 investment managers on the Unified Managed Account (UMA)/Consults Platform, more than 250,000 multi-strategy accounts, and total AUM of $120 billion in UMA, Consults and ML Edge Assets.
Mr. Morales was employed as a Principal by Citigroup Asset Management, a Principal by Credit Suisse Securities,
Mr. Morales attended Baruch College, with a concentration on business management and finance.
Former positions of Carlos Morales
| Companies | Position | End |
|---|---|---|
Avatar Associates
 Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Portfolio Manager-Equities | 26/12/2012 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Citigroup Asset Management | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Training of Carlos Morales
| Baruch College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Avatar Associates
Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
| Citigroup Asset Management | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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