Carlos Castellanos

CarlosCastellanosBrokerCheck.com

With over 5 years of professional experience in the financial industry, Carlos Castellanos, our Capital Markets Associate, brings a diverse background to Phoenix Energy. He previously worked at UBS in asset management, financial planning, and advising high-net-worth and ultra-high-net-worth individuals, ultimately earning accreditation as an Asset Management Specialist. Additionally, Carlos has experience in Latin American banking, where he collaborated with C-suite executives at Banco Venezolano de Crédito in Caracas, Venezuela.

In his personal life, Carlos values time with his family and engages in activities such as golf, tennis, running, and skiing. His favorite part of the job is assisting investors in finding solutions that perfectly align with their financial needs.