Carlos Tovar

Senior Portfolio Manager

Mr. Tovar’s role as a portfolio manager and product specialist is to evaluate current participating and non-participating, buy-in and buy-out strategies and separate versus general account annuitization approaches. His expertise is in the structuring and analysis of Fixed Income Portfolios including Treasuries, ABSs, MBSs, Corporate Bonds, Hedge Funds, Private Equity, Venture Capital, Stable Value and its derivatives. Earlier in his career as an investment manager, he served as a financial analyst for a major Midwestern Mutual Fund company. He is a member of Brentwood’s life insurance industry credit committee, is a licensed insurance agent and holds a B.S. in business administration from the University of Southern California, with a dual major in Finance and Accounting.