Carlos Pena

Mr. Pena is Executive Director, Head of ETF & Funds Management group at Texas Capital. He is responsible for the management of Texas Capital’s ETF and mutual funds. 

 

Mr. Pena joined Texas Capital in August 2023, bringing to his role more than 12 years of experience in financial services and investment management. Previously, he served as a portfolio strategist at State Farm where he was a member of the State Farm Investment Management team and responsible for establishing the firm’s investment management infrastructure and the construction of model portfolios using both passive and active strategies. Prior, Mr. Pena served as a fixed income portfolio manager at Wells Fargo where he was responsible for managing customized SMA portfolios across taxable and tax-exempt strategies. He has also held roles at JPMorgan Corporate & Investment Bank and United Capital. 

 

Mr. Pena earned a Bachelor of Business Administration in finance and international business at the University of North Texas. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.