Carlos Cruz

Senior Client Associate

Carlos joined Ucci Wealth Partners in July of 2022. Prior to Rockefeller, he worked as an Associate Wealth Manager at an RIA and as a Client Specialist at an accounting and financial technology firm. He brings experience in working with high-net-worth families, and their supporting professionals, to achieve clarity and meet their financial goals.

Carlos graduated with honors from the University of Illinois at Urbana-Champaign with a bachelor’s in Finance and maintained leadership involvement in the rugby club as well as an environmental organization. Carlos lives on the Northwest side of Chicago and enjoys spending time cooking, gardening, hiking, and attending concerts.