Jaime Carvallo

Jaime Carvallo

Senior Advisor, Gladstone Associates LLC

Jaime is a Senior Advisor with over 25 years of experience in the financial services industry. In his current role, Jaime collaborates closely with Gladstone’s Senior Management on business development and execution of selected M&A, valuations, and other strategic advisory engagements.

Prior to Gladstone, Jaime co-founded Park Sutton Advisors, an investment banking boutique based in New York. At Park Sutton Advisors, Jaime focused on middle-market M&A and strategic advisory work in the financial services sector for over 10 years working with asset and wealth managers, broker-dealers, and fund administrators globally, advising on dozens of successful Sell-side and Buy-side engagements.

Prior to Park Sutton Advisors, Jaime spent a decade advising Latin American high-net-worth individuals and families representing over $500 million in assets. Most recently, Jaime spent over 10 years with HSBC Private Bank and The Citigroup Private Bank, focused on developing the Andean Region market and advising wealthy Latin American clients on their wealth management needs. From 1995 through 1999, Jaime was a corporate banker with Banco de Credito del Peru, the country’s largest commercial bank, managing a significant portfolio of loans and performing credit analyses for some of Peru’s largest private corporations.

Jaime is a dual Peruvian-Italian citizen and holds a Bachelor of Science in Business Administration from the University of Lima, Peru. He also holds a Master of Business Administration in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania. Jaime enjoys working out and XX Century Decorative Arts.



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