Meet the Team

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Carlos

Founder/Chief Executive Officer


Founded in 1990, Carlos has led Sera Capital - "We Buy DSTs" to becoming one of the leaders in Secondary DST Marketplace. Graduating from Johns Hopkins University, Carlos's unique stylistic approach created opportunities to work for the States biggest institutions. No slowing down in sight, Carlosis still taking We Buy DSTs to new heights.

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Carl

President


With a background in finance and investing, Carl quickly adapted to real estate and 1031 exchanges. In 12 years, Peter has moved up the ranks and has become our newest president.  He has impressed many as a forward thinker and excellent communicator. Carl also spearheads most of our companies charity events and non-profit out reach.

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Sera Capital

Registered Investment Advisor


Sera Capital is a Maryland Registered Investment Advisor. We are fee-only fiduciaries. With an emphasis on problem-solving, we never accept commissions and always work in our client's best interest.

About Us

30 Years and Counting

Starting as a broker at Legg Mason in Baltimore, Carlos began his career. He gravitated towards the fee-only model and loves working one on one with clients, families and small business owners.

Family Owned

Carl began working for Sera Capital and high-school and full-time after graduating. His focus on research, finance and investing has made him an invaluable asset to Sera Capital.

Sera Capital Cares

A portion of our annual earnings is invested to local non-profits to help make a difference in our community. Subscribe with us to stay up to date with all our upcoming events.