As Head of Finance and Compliance at Roo Partners, Carlos oversees the firm’s accounting, tax, and financial reporting functions, ensuring strong financial controls and regulatory discipline across the organization.

Carlos brings more than eight years of experience across accounting, finance, and transaction advisory roles, with a track record of providing strategic guidance to high-net-worth individuals, family offices, and institutional investors. Prior to joining Roo Partners, he served as Director of Finance at a multi-billion-dollar family office, where he was responsible for monitoring the performance of the firm’s alternative investment portfolio, including oversight of fund accounting, financial reporting, budgeting, and cash flow management. Earlier in his career, Carlos worked at PwC within the Financial Due Diligence and Transaction Advisory practice, advising private equity, venture capital, and corporate clients on M&A strategy and execution.

Carlos holds a Bachelor of Science in Accounting and an MBA in Finance from Bentley University and is a Certified Public Accountant.

Outside of work, Carlos enjoys spending time with his son, Leo, and getting out on the golf course.