Luisamaria Ruiz Carlile, Wealth Manager

Luisamaria Carlile is a Wealth Manager and a Certified Financial Planner™ in Veris’ New York office.  She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial goals.  Luisamaria is a member of the firm’s Investment Working Group and Sustainability Committee.

Prior to joining Veris, Luisamaria worked for JP Morgan for 13 years.  As a Vice President in the Mergers & Acquisitions Department, and subsequently as a Credit Portfolio Manager, she executed transactions and oversaw a $1 billion portfolio of loan and credit exposures in Mexico, Venezuela, Colombia, and Peru.

In addition to her financial services experience, Luisamaria has held various leadership positions with the Park Slope United Methodist Church (PSUMC) in Brooklyn, NY.  The PSUMC community is active in endeavors that support peace, the environment, and social justice.

Luisamaria is a member of the Financial Planning Association. She graduated summa cum laude  from Wellesley College with a B.A. in Economics and has a Certificate in Financial Planning from New York University. She lives with her family in Brooklyn, NY.