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Profile
Mr. Carlos L.
Obando is Partner & Senior Portfolio Manager at NWAM LLC.
Prior to joining NWAM, Mr. Obando was employed by Purshe Kaplan Sterling Investments, Mercer Island Capital Management, and UBS Financial Services, Inc.
He received his Bachelor of Science in Engineering degree, cum laude, from Duke University and his MBA, with honors, from Harvard University.
Former positions of Carlos Luis Obando
| Companies | Position | End |
|---|---|---|
NWAM LLC
 NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Portfolio Manager-Equities | 01/04/2016 |
Training of Carlos Luis Obando
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NWAM LLC
NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Finance |
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