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Carlos joined Aspiriant in 2006. Prior to joining the firm he worked as a file clerk/administrative assistant at an accounting firm in New York City for three years. His administrative responsibilities include preparing client and internal meeting presentations, quarterly client reports, and providing assistance with other document creation. Carlos also provides support to the CCO in ensuring compliance with all federal and state regulatory laws. These duties include managing the firm’s quarterly reporting process, preparing ADV updates, and conducting periodic compliance training.
Carlos holds an AA degree in Creative Writing and Literature from the Borough of Manhattan Community College and plans to pursue his Bachelor’s degree in English at San Francisco State University.
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Lani Kapur, Carlos Alvarado, Dionne Nastasi, Lindsey Cornell, Marc Primiani, Linda Frandsen |
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