Profil
Carlos Castellanos worked as an Associate Analyst at UBS Securities LLC from 2016 to 2019, a High Yield Fixed Income Analyst at Principal Global Investors LLC in 2013 to 2014, and an Investment Analyst at Crystal Rock Capital Management LLC from 2014 to 2016.
He received his undergraduate degree from Cornell University in 2010 and his MBA from The University of Chicago Booth School of Business in 2012.
Postes actifs de Carlos Castellanos
| Sociétés | Poste | Début |
|---|---|---|
Samsung Next LLC
Samsung Next LLC Investment ManagersFinance Samsung NEXT invests in companies located in the US, the UK, and Germany. The firm targets companies operating in the fields of artificial intelligence & intelligent machines, healthtech, consumer services, and frontier technology sectors. The firm provides financing in the form of equity for pre-seed, seed, early and later stage capital requirements. | Private Equity Investor | 01/04/2021 |
Anciens postes connus de Carlos Castellanos
| Sociétés | Poste | Fin |
|---|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/08/2019 |
Crystal Rock Capital Management LLC
Crystal Rock Capital Management LLC Investment ManagersFinance Crystal Rock specializes in managing publicly traded equities for private investors. The firm seeks to deliver superior, risk-adjusted, equity investment returns by constructing and managing a longer-term oriented, concentrated portfolio and attracting a stable long-term capital base. They use fundamental analysis to uncover opportunities and anticipate revisions in market expectations. Crystal Rock invests in, and closely monitors, a portfolio of “best ideas”, typically consisting of approximately 20 to 25 stocks. | Analyst-Equity | 01/05/2016 |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Corporate Officer/Principal | 01/07/2014 |
Formation de Carlos Castellanos
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Crystal Rock Capital Management LLC
Crystal Rock Capital Management LLC Investment ManagersFinance Crystal Rock specializes in managing publicly traded equities for private investors. The firm seeks to deliver superior, risk-adjusted, equity investment returns by constructing and managing a longer-term oriented, concentrated portfolio and attracting a stable long-term capital base. They use fundamental analysis to uncover opportunities and anticipate revisions in market expectations. Crystal Rock invests in, and closely monitors, a portfolio of “best ideas”, typically consisting of approximately 20 to 25 stocks. | Finance |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samsung Next LLC
Samsung Next LLC Investment ManagersFinance Samsung NEXT invests in companies located in the US, the UK, and Germany. The firm targets companies operating in the fields of artificial intelligence & intelligent machines, healthtech, consumer services, and frontier technology sectors. The firm provides financing in the form of equity for pre-seed, seed, early and later stage capital requirements. | Finance |
















