Jaime Carvallo, originally from Lima, Peru, and currently residing in Brooklyn, New York, is a seasoned financial leader with extensive experience in mergers and acquisitions, asset and wealth management, and strategic advisory. Throughout his career, Jaime has built a reputation as a dominant force in the financial industry by acquiring and refining his expertise. He believes that strong leadership is rooted in collaboration, and he emphasizes inclusion and accountability in every aspect of his work. By ensuring that every team member feels valued and heard, Jaime has consistently driven success by bringing together talented individuals who share his commitment to excellence and vision.

Jaime Carvallo currently works as a Senior Advisor for Mergers and Acquisitions at Gladstone Group, where he advises asset and wealth managers as well as brokerage firms. Before joining Gladstone, Jaime Carvallo served as Managing Director of Mergers and Acquisitions at Incap Group, operating within the same industry. Prior to that, he co-founded Park Sutton Advisors, an investment banking boutique, where he managed numerous mergers and acquisitions engagements while also providing strategic advisory services to clients across the country.

Jaime Carvallo earned his Bachelor of Business Administration from Universidad de Lima. After graduating, he began his career at Banco de Crédito del Perú as a Credit Officer in the Corporate Banking Division, managing a $250 million loan portfolio for Peru’s largest import and export businesses. After three years, Jaime Carvallo advanced to the role of Senior Risk Analyst, further strengthening his expertise in corporate finance and risk management.

Jaime Carvallo later pursued further education at The Wharton School of Business at the University of Pennsylvania, earning an MBA with a major in Strategic Management and a concentration in Finance and Marketing. Upon completing his MBA, he moved to New York and joined Citigroup Private Bank as a Relationship Manager. He then transitioned to HSBC Bank as Vice President, where he developed the Andean Region market and worked as a wealth advisor, broadening his impact in international finance.

Jaime Carvallo leveraged his decades of experience in wealth management and mergers and acquisitions to co-found Park Sutton Advisors, an investment banking boutique specializing in middle-market M&A and strategic advisory services. After ten years of working with global asset and wealth managers, broker-dealers, and fund administrators, Jaime took on his current role at Gladstone Group to continue advising and shaping the industry.

Learn more about Jaime Carvallo by visiting his other websites, JaimeCarvallo.net and JaimeCarvallo.org.