Carlos Sera

Carlos Sera Email and Phone Number

Investment Manager at Sera Capital @
Carlos Sera's Location
Davidsonville, Maryland, United States, United States
Carlos Sera's Contact Details

Carlos Sera personal email

n/a
About Carlos Sera

Carlos has an MBA with honors from the University of Rochester in finance and applied economics. He received his BA from Johns Hopkins University in Natural Science.Specialties: In addition to his role at Sera Capital Management, Carlos is the Author of the popular Financial Tales Blog and has been a speaker on investments and financial planning. He is fluent in Spanish.

Carlos Sera's Current Company Details
Sera Capital

Sera Capital

Investment Manager at Sera Capital
Carlos Sera Work Experience Details
  • Sera Capital
    Investment Manager
    Sera Capital Apr 1990 - Present
    Carlos is the founder of Sera Capital, a private investment practice in Maryland. He has been providing investment and wealth management advice to high net worth individuals for over 25 years. Carlos has developed many innovative investment strategies and designed many proprietary quantitative financial models. Carlos is responsible for investment strategies, research and business development for the firm.
  • Legg Mason
    Financial Consultant
    Legg Mason Oct 1987 - Jan 1990
    View
  • Legg Mason
    Broker
    Legg Mason 1987 - 1990

Carlos Sera Skills

Investments Portfolio Management Finance Wealth Management Asset Management Mutual Funds Strategic Financial Planning Strategic Planning Financial Modeling Entrepreneurship Business Development Strategy Financial Planning Investment Strategies Due Diligence Social Media Marketing Communications Marketing

Carlos Sera Education Details

Frequently Asked Questions about Carlos Sera

What company does Carlos Sera work for?

Carlos Sera works for Sera Capital

What is Carlos Sera's role at the current company?

Carlos Sera's current role is Investment Manager at Sera Capital.

What is Carlos Sera's email address?

Carlos Sera's email address is cs****@****ast.net

What is Carlos Sera's direct phone number?

Carlos Sera's direct phone number is +130146*****

What schools did Carlos Sera attend?

Carlos Sera attended University Of Rochester - William E. Simon Graduate School Of Business Administration, The Johns Hopkins University.

What skills is Carlos Sera known for?

Carlos Sera has skills like Investments, Portfolio Management, Finance, Wealth Management, Asset Management, Mutual Funds, Strategic Financial Planning, Strategic Planning, Financial Modeling, Entrepreneurship, Business Development, Strategy.

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