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Pacific Asset Management (“PAM”) today announces the appointment of Carlos T. Rodriguez, CFA, CAIA, as Partner and Managing Director, Americas Business Development. Based in New York, he will report to Seb Stewart, Partner and Head of US Business Development who is based in London.
Carlos brings two decades of distribution and client portfolio management experience across public and alternative markets, spanning institutional, intermediary, and private wealth channels. He joins from BlackRock, where he served as a Director and Senior Investment Strategist within Multi-Asset Solutions, focusing on retirement solutions and the integration of private assets in defined contribution plans. Previously, Carlos spent 14 years at Newton Investment Management. As employee number three for the US business, he successfully helped establish their US presence and acted as a key bridge representing UK-based portfolio management teams to North American investors.
In his new role, Carlos will leverage his deep expertise to further drive PAM’s business development efforts across North and Latin America, with a particular focus on PAM’s specialist equity, credit and liquid alternative strategies.
Sebastian Stewart, Partner and Head of US Business Development, Pacific Asset Management:
“We have known Carlos for many years and are absolutely delighted to welcome him to Pacific. Carlos’s deep experience, long-standing relationships and technical expertise will be invaluable as we service our existing clients and expand our reach across the US and Latin America. The Americas has been a key area of growth for PAM and remains a strategic focus. We manage almost $5 billion for a wide range of clients across the region, where demand for our high-quality, differentiated active strategies remains very strong. Carlos will be instrumental in helping drive these efforts, particularly as we grow our range of US vehicles, and as our existing 40 Act Active ETF, the Pacific NoS Global EM Equity Active ETF (Ticker: GEME) approaches $400m in AUM.”
Carlos T. Rodriguez, Partner and Managing Director, Americas Business Development at Pacific Asset Management, commented:
“I am thrilled to join Pacific Asset Management at such an exciting time, as the firm deepens its commitment to serving clients in the region. I have been deeply impressed by the high calibre of the investment teams and a unique structure designed to directly align investor and client interests. What distinguishes PAM is its ability to remain nimble, innovative, and entirely focused on delivering for clients without legacy corporate constraints. Having spent much of my career bridging the gap between portfolio management teams and sophisticated allocators, I am highly energized to partner with Seb and the global team to work closely with our clients in the region and help them achieve their long-term objectives.”
