Carlos Ferreira, CPA, CFA, FRM

Carlos Ferreira, CPA, CFA, FRM (Newport Beach) is a Managing Director and Head of Investment Operations.  He provides firm-wide leadership to Accounting, Operations and Treasury, and Direct Trading groups. Before joining PAAMCO, he was Head of Operational Due Diligence for LGT Capital Partners, based in Switzerland, from 2007 to 2010. Prior to this, Carlos was CFO/COO and Head of Operational Due Diligence for KBC Alpha Asset Management in London from 2005, where he was responsible for the non-investment activities of the business, including fund accounting and operational due diligence on underlying fund investments. Previously, he worked for Morgan Stanley’s Private Wealth Management (Europe) division, in their Client Strategy and Hedge Fund groups, and for Arthur Andersen (now Deloitte) as an international corporate tax practitioner. Carlos began his career with KPMG as an auditor. Carlos holds an MBA from the London Business School as well as a Bachelor of Commerce degree from the University of Toronto.

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