Carlo joined Kovack in July 2002, where he focused on expanding the firm’s network through strategic recruitment of high-caliber representatives. Bringing over three decades of financial industry experience, he leverages his comprehensive expertise to cultivate meaningful relationships with financial professionals, advisors, custodians, strategic partners, and sponsors.
His extensive background encompasses personal production, equity and fixed-income trading, offshore banking, compliance, and operations. Prior to Kovack, Carlo refined his expertise in the independent financial sector at Investacorp.
He attended and completed his academic studies at the University of Miami and Florida International University. He maintains Series 7, 24, and 63 licenses.
Check the background of this financial professional at FINRA’s BrokerCheck.
