Juan Carlos Carvallo
Meet Juan Carlos
Managing Director at LifeInvest Wealth Management
A short story about me
I've been in the financial market for more than 30 years. I’m a partner at Lifeinvest Wealth Management Ltd USA, EcoGroup Holdings in Panama, Econoinvest Capital in Venezuela and some other companies. I have worked
for Oppenheimer & Co., and Morgan Stanley in New York. I'm also one of the founding partners of Econoinvest Casa de Bolsa and former chairman of the board at Seguros Carabobo in Venezuela.
I focus on building strong companies, with a
long-term commitment with stakeholders,
creating teams that share the same vision
and principles:
Long Term commitment
Social Responsibility
Honesty
Integrity
Respect
and Courage
I received my degree in economics at Universidad Santa Maria in Caracas, Graduate studies on financial institutions
At Universidad Central de Venezuela… Founding member of Fundación Cultura Urbana in Venezuela and former member of the
Inter-American Dialogue's President's Leadership Council.
I would like to hear from you and connect through LinkedIn. Please feel free to visit my profile at https://www.linkedin.com/in/juan-carvallo-ccs1969/ and drop me a line.
Since the beginning of my career as an entrepreneur in the late 90’s.
I have always believed, that an individual needs to have a balance between creation and giving. A successful person should make a plan for
giving, one that can really make an actual difference.
It is my belief, that promoting proposals on Urban Culture is one of the elements needed to make a difference in my Home Country. A country where 90% of the population live in Urban Areas, we have to encourage the idea of a Good Citizen.
In year 2000, my partners and I, decided to propel a charitable enterprise in Venezuela promoting ideas, collecting aspects of urban culture, history, music, photography and literature. We named it, Fundación para la
Cultura Urbana(FCU). Since then, La Fundación, has published more than 120 books, developed proposals to enhance the living standard of largest cities in the country, studied the 20th century immigration, and probably the largest Venezuelan urban photographic collection. FCU has grown through time, in spite of the difficulties we have gone through and was later spun off into three different nonprofit organizations including itself, Archivo Fotografía Urbana and Guataca.
“To encourage literature and the arts is a
duty which every good citizen owes to his country.”
George Washington
Licenses & Certifications
Series 65 — Investment Advisor Representative (2018)
Series 63 — Uniform Securities Agent State Law (1995)
Career Timeline
Lifeinvest Wealth Management Ltd (Miami) — C.O.O. / Managing Director, 2008–present
Lifeinvest Asset Management (Panama) — Managing Director, 2008–2017
Seguros Carabobo (Venezuela) — Chairman of the Board, 2005–2010
Econoinvest Casa de Bolsa (Venezuela) — Founding Partner & Director, 1999–2010
Morgan Stanley (New York) — PWM Investment Representative, Latin America, 1996–1999
Oppenheimer & Co. (New York) — Sales Trader Associate, 1994–1996
Progreso Mercado de Capitales (Venezuela) — 1991–1994
Publications
Co-author of Diccionario de Términos Financieros, published by El Nacional (Venezuela, 2003).