San Antonio - Wealth Management

Carlos Resendez

Financial Advisor, Vice President

Mr. Resendez is a financial advisor at Cary Street Partners, LLC.

Experience:

  • UBS Wealth Management, Financial Advisor
  • Presidio Asset Management, LLC, Chief Executive Officer, responsible for developing and executing the business strategies of the firm, all business development and institutional fundraising.
  • National Conference on Public Employees Retirement System (NCPERS), Executive Director, responsible for coordinating all national legislative activities with legislative counsel, corresponding with member groups in every state and developing agenda and coordinating annual conferences, annual legislative conferences and strategic financial member conferences.
  • Texas Permanent School Fund, Executive Director responsible for the development and implementation of all investment strategies and overseeing firm’s personnel.
  • San Antonio Fire and Police Pension Fund, Executive Director, established Board Policies and drafted all state legislation affecting system. Responsible for developing and implementing all financial strategies.

Education/Certifications:

  • St. Mary’s University, J.D.
  • University of Texas, BBA
  • FINRA Series 7, 65 & 66

Contact: