Carlo has over 30 years of experience in the financial services industry, primarily in executive retail banking and private wealth management. Prior to joining CC&L Private Capital in 2009, he worked at TD Wealth, where he headed up the Private Client group as Market Leader for Eastern Canada. In that role, Carlo gained in-depth experience in serving the needs of affluent clients.
Carlo graduated with a B.Comm in Finance and Small Business from Concordia University and received a specialization certificate in Urban Land Economics and Real Estate Investment Analysis from McGill College. Carlo also holds the Chartered Investment Manager (CIM) designation.
Understanding the importance of giving back to his community, Carlo has served on the board of the Juvenile Diabetes Research Foundation and is also an active trustee for the St Patrick’s Foundation in Montreal. He is a native Montrealer and in his spare time enjoys golfing, boating, skiing and spending quality time with his family and friends.