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Photo of Carlos
Ibanez, CPWA®, CEPA®
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Carlos Ibanez, CPWA®, CEPA®
- Investment Consultant
Carlos joined RBC Rochdale in 2017 and has over 21 years experience in the financial services industry. Mr. Ibanez is responsible for business development of Northern Florida where he educates and partners with financial advisors to help serve and grow their high net-worth clients. Carlos has worked as Sales Director and Investment Consultant for several alternative investment managers where he was responsible for educating financial professionals & clients about non-traded REITs, BDCs, Private Placements, & Interval Funds.
Carlos earned his B.B.A. from Stetson University with degrees in Finance & E-Business Technology. Additionally, Mr. Ibanez holds the CPWA® designation, completing coursework through Yale School of Management. CPWA® focuses on advising families with greater than $5mm in assets. Mr. Ibanez is also a Certified Exit Planning Advisor®.
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