Carla works as a private wealth advisor at Morgan Stanley in Denver. She creates and implements highly customized, strategic wealth planning strategies on behalf of Executives, Entrepreneurs and Private Investors.
Prior to joining Morgan Stanley, Carla was with J.P. Morgan’s Private Bank in the same capacity where she worked with individuals and families throughout Colorado. Before J.P. Morgan, Carla worked closely with the CFO in the Corporate Finance group for PetSmart Inc. She graduated with honors in Finance from Arizona State University, W.P. Carey School of Business. She also spent four years representing her university in the Pacific 12 conference as the captain on the Division I women’s soccer team. Carla serves on numerous boards in the community including the Women’s Council at the University of Colorado Leeds School of Business, the Associate Board for City Year Denver, and a member on the Women’s Lung Force for the American Lung Association in Colorado. Additionally, Carla spends her time mentoring undergraduate students at the University of Colorado Leeds School of Business. Carla was born in Boulder and grew up as an avid CU Buffs fan. As a Colorado native, she enjoys spending time outdoors, traveling the world with her husband, and playing competitive soccer and golf.