CoverProfile

Carlos Rodriguez

Client Portfolio Analyst

Unigestion

Switzerland, Geneva, Collonge-Bellerive

About Me

Carlos Rodriguez is a seasoned finance professional with extensive experience in portfolio management and analysis. Since May 2007, Carlos has served as a Client Portfolio Analyst at Unigestion, where analytical skills and client-focused strategies have been key contributions. Prior to this role, Carlos worked at Capital International as a Senior Portfolio Administrator from August 1997 to April 2007, developing expertise in managing client portfolios. Carlos began their career as an Accountant at Beckman Coulter from June 1994 to July 1997, providing a strong foundation in financial management. Carlos holds education credentials from ESC St-Jean.

View more

Profile Information

Client Portfolio Analyst

Unigestion

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Collonge-Bellerive

Geneva

Switzerland

Feb 28, 2025

More profiles to browse

Profile Photo
Paul Newsome
Partner, Head of Portfolio Management (Private Equity)
PF
Patrick Fenal
Deputy Chairman
Profile Photo
Mark Zuend
Managing Director - Head of Private Equity
MT
Michael Toedtli
Partner

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth