Texas Capital Bank Client Support will be closed for Presidents Day on Monday, February 19, 2024. We will be back to our normal 8:00 AM to 6:00 PM support hours on Tuesday, February 20, 2024.

We will be making updates to our website from 9:00 p.m. CST on 02/28 to 11:00 p.m. CST on 02/28. During this time, the website may experience some interruptions of functionality or be unavailable.

 

Carlos Pena

Carlos Pena

Vice President,
Portfolio Manager

Mr. Pena is Vice President, Portfolio Manager in the ETF & Funds Management group at Texas Capital. He is responsible for the implementation and management of Texas Capital’s ETF and mutual funds. 

Mr. Pena joined Texas Capital in August 2023, bringing to his role more than 11 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 $900 million in customized actively managed 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.