Carlos A. Carbonell, CFA®
Carlos A. Carbonell, CFA®, is an investment advisor and managing partner at Firestone Capital Management, Inc. He specializes in managing financial plans and concentrates his research on client portfolios, investment strategies, and financial markets. He is a member of the CFA Institute, and is affiliated with the local CFA Miami Society.
Carlos graduated from Northwestern University with a degree in mechanical engineering and economics, and began his career in investments with Transamerica Asset Management in Los Angeles. By 2001, he transitioned back to Miami, focusing on wealth management for high net worth families at UBS PaineWebber and later Prudential/Wachovia Securities. He joined Firestone Capital Management in January 2004 and has been intimately involved with growing the many facets of the firm: new client relationships, investment products, client service, technology, recruiting, and leadership.
His social and civic involvements have included Fairchild Tropical Garden, the Miami Marine Council, Ransom Everglades Alumni Board, the Historical Museum of South Florida, and C.R.E.W. Miami. He has served as a Palms board member and a Fellows donor, a treasurer for the Northwestern University Club of South Florida, and represented the firm as a member of the Executives Association of Greater Miami.
He enjoys working directly with clients, and spending quality time with his family. He is married with two wonderful children and is an avid saltwater fisherman, appreciating the local waters from the Everglades to the Bahamas.