Carlos Ortea
Boston – The Davis Companies (TDC) announces that Carlos Ortea has joined the firm as director of research.
In this newly created position, he will work closely with the firm’s acquisitions, asset management, and development teams to create and implement research tactics and framing investment strategy. Ortea will play a role in informing the firm’s investment and development activities while also advising on the portfolio management and sales strategy for the company’s portfolio.
Ortea has had more than 10 years of experience in research and implementation roles, engaging in the investment decision-making process, risk assessments, and portfolio analysis for global equity funds.
