Carlos Bigott

Carlos Bigott
Senior Managing Director International Financial Advisor Truist Investment Services, Inc.

201 Alhambra Circle

Coral Gables, FL 33134

About me

Background

Carlos has over 30 years of experience working in the Banking industry, having occupied positions in Risk Management, Institutional Sales, Trading of Fixed Income instruments, derivatives, and Private Banking. He has worked for BBVA, Wachovia Capital Markets, Credit Suisse, and Morgan Stanley. 

Carlos received his MBA from the Ross School of Business at the University of Michigan in 2003. He also received his bachelor’s degree in mechanical engineering from Universidad Metropolitana in Caracas in 1997 and a Banking and Finance Graduate Degree from IESA of Caracas in 2000. 

Carlos focuses on asset allocation, fixed income analysis and equity analysis.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA, Finance and Corporate Strategy
University of Michigan. Ross School of Business 2003
Banking and Finance Graduate Degree
IESA (VE) - 2000 2000
Bachelors Degree in Mechanical Engineering
Universidad Metropolitana (VE) 1997

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Specialized and confidential wealth, investment, insurance, banking, and borrowing solutions for non-US residents and businesses 

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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