Carlos D. Gonzalez

Carlos D. Gonzalez

Carlos serves as a Trader with Waverly Advisors.

Carlos started his career in finance at TotalBank in Venezuela at the age of 22 after graduating 1st in his class in graduate school.  During his time at TotalBank, it became the first market maker in the local fixed income market, while being only the 6th largest bank in Venezuela.

Carlos has been living in the United States for seven years with his family.  He considers them his greatest accomplishment and enjoys spending time outdoors, hiking and camping.  He maintains his fitness by mountain biking, playing a variety of watersports and participating in Enduro.


  • Mechanical Engineering, Universidad Simón Bolívar, Miranda, Venezuela
  • MSc International Finance, Universidad Metropolitana, Miranda, Venezuela

Community Involvement

  • St. Coleman School Volunteer

Ask Me About

  • Investment Management
  • Equities & Option Investment
  • Technical Analysis