Carlos Pena

About Carlos Pena

Carlos Pena Vice President Portfolio Manager

Carlos Pena holds the position of Vice President and Portfolio Manager. His role involves overseeing investment portfolios and making crucial decisions regarding asset allocation and strategy. As a Portfolio Manager, he is responsible for conducting in-depth analyses of market trends and financial states to optimize investment performance. Pena's expertise in financial management plays a vital role in crafting the company's investment portfolios to meet their clients' goals and objectives.

Carlos Pena on What's the Fund?

Carlos Pena appeared on 'What's the Fund?' at the New York Stock Exchange to discuss the Texas Oil Index ETF. This appearance underscores his knowledge and expertise in managing ETF (Exchange-Traded Fund) portfolios, specifically focusing on the Texas Oil Index. By participating in this platform, Pena shared insights into the intricacies and benefits of investing in this sector, reflecting his adeptness in navigating and analyzing market developments in the oil industry.

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