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About
Carlos Shigueta is a Partner and Director of Manager Research at Aureus Asset Management in Boston, MA. In this role, he is responsible for identifying, selecting, and managing relationships with external investment managers who contribute to client portfolios. His expertise encompasses due diligence and manager selection across a broad range of asset classes, including international equities, fixed income, private equity, and alternative investments.
Over his career, Carlos has developed specialized knowledge in alternative investments, having previously served as Vice President and Director of Alternative Investments at North American Management Corporation. He also held analytical roles at LongVue Advisors and Goldman Sachs, which gave him experience evaluating investment opportunities within institutional settings.
Carlos holds a Bachelor of Science degree from Pace University and has accumulated over 15 years of experience in the investment management industry before joining Aureus in 2014. His significant contributions include building manager research and selection programs, and his leadership has supported Aureus in offering well-diversified, high-performing portfolios to its clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aureus Asset Management | Partner | Jan 2016 to Present | Responsible for the full lifecycle of external manager relationships, from sourcing and selection to ongoing management and capital allocation; directly enhancing portfolio alpha and diversification f... |
| Aureus Asset Management | Director, Manager Research and Selection | Jul 2014 to Dec 2015 | — |
| North American Management Corporation | Director, Alternative Investments | May 2006 to May 2014 | — |
| LongVue Advisors | Portfolio Management | Feb 2003 to May 2006 | — |
| Goldman Sachs | PWM and FICC | Jan 1997 to Jan 2003 | — |
Education
Pace University
Bachelor of Science (BS)
1989 — 1993
Skills & Expertise
Others at Aureus Asset Management, LLC (5)
| Name | Role | Location |
|---|---|---|
B Brennan Jones | Partner | Andover, MA , United States |
| Portfolio Manager | Boston, MA , United States | |
| Trader and Research Associate | Boston, MA , United States | |
| Principal | Boston, MA , United States | |
| Research Analyst | Boston, MA , United States |
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| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
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