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Carlos Tablate González profile image

Carlos Tablate González

Intro Book
Seasoned investment professional with 20+ years of experience in portfolio management and investment fund management.
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Location
Panama City, Panamá, Panama, PA
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Bio

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Carlos Tablate González is a seasoned investment professional with 20+ years of experience in portfolio management, asset allocation, and investment fund management. He has held senior roles at prominent financial institutions, including K&B Family Office, Banesco Panamá, Family Office, Ardina Finance S.A, Andbank, and BBVA Asset Management en España. He holds a degree in Finance from Universidad Carlos III de Madrid.

Experience

  • K&B Family Office
    • Panama
    • Financial Services
    • 1 - 100 Employee
    • CIO
      • Apr 2023 - Present

      Asesora de Inversiones Investment Fund Manager

    • Senior Portfolio Manager
      • Jun 2022 - Apr 2023

      Gestor de los fondos de inversión de la casa K&BDesarrollar y supervisar planes de inversiónAsignación de activos y recomendaciones

  • Banesco Panamá
    • Panamá, Panamá
    • Portfolio Manager
      • Jul 2021 - Jun 2022
      • Panamá, Panamá

      Portfolio Manager en el departamento de tesorería, gestionando los recursos propios del bancoAUM US$500 millones bajo gestión.

  • Family Office
    • Internacional
    • Private Wealth Manager
      • Jan 2021 - Feb 2022
      • Internacional

      Alternative InvestmentsReal Estate managementFamily Office

  • Ardina Finance S.A
    • Panamá
    • Portfolio Manager
      • Jun 2016 - Jan 2021
      • Panamá

      Gestor de carteras discrecionales para clientes High Net WorthResponsable del funcionamiento de la Asesora de InversionesEjecutivo principalAUM +US$40 millones

  • Andbank
    • Panamá
    • Private Banker Advisor
      • Jun 2014 - Jun 2016
      • Panamá

  • BBVA Asset Management en España
    • Madrid y alrededores, España
    • Analista Product and Market Intelligence
      • Jul 2012 - Jul 2013
      • Madrid y alrededores, España

Education

  • 2007 - 2011
    Universidad Carlos III de Madrid
    Administración y dircción de empresas (inglés), finanzas

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