Carl is a Managing Director responsible for portfolio construction and client service for high-net-worth families, foundations and endowments. He joined Bel Air in 2012 and has served as Investment Committee Chairman since 2014. Carl spent a decade sourcing investment solutions for the Bel Air platform across all asset classes including equities, credit and alternatives. He is dedicated to creating bespoke portfolios for clients taking into account investment objectives, risk management and estate planning.
The Dow rallied on Monday to a one-month high, while the Nasdaq tumbled over 1% as investors rotated out of AI-linked stocks and added some laggards to their portfolios, betting on Federal Reserve interest rate cuts this year.
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