BA Carl

Carl Ludwigson, CFA, CQF

Managing Director

Carl is a Managing Director responsible for portfolio construction and client service for high-net-worth families, foundations, and endowments. He joined Bel Air in 2012 and has served as Investment Committee Chairman since 2014. Carl spent a decade sourcing investment solutions for the Bel Air platform across all asset classes including equities, credit and alternatives. He is dedicated to creating bespoke portfolios for clients considering investment objectives, risk management and estate planning.

Prior to joining Bel Air, Carl was an Associate Director at Pacific Alternative Asset Management Company where he was responsible for hedge fund research and manager selection in the US and Europe. In addition, he managed customized portfolio solutions for institutional clients, advised pension funds on alternative investments, and published market strategy viewpoints. Prior to joining PAAMCO, he worked in investment banking for Credit Suisse and Merrill Lynch in London.

Carl received his MBA from UCLA Anderson with a focus on Finance and his BS in Foreign Service with a concentration in International Economics from Georgetown University. He holds the Chartered Financial Analyst (CFA) designation and Certificate in Quantitative Finance (CQF). Carl has been published in Pensions & Investments and quoted in numerous financial publications including the Wall Street Journal and the Financial Times. He also mentors students through the fellowship program at the UCLA Anderson Fink Center for Finance.