Ruben Sotomayor

Ruben Sotomayor, CFA®, is an experienced Relationship Manager for the Southborough, MA office. Ruben joined the team in November 2025 with a wealth of experience in investment management, client service, and portfolio operations. He is currently a Candidate for CFP® certification with over 6,100 hours of qualifying experience reported to the CFP Board.

Before joining Carson Wealth, Ruben held key roles at Cambridge Associates LLC. Most recently he was an Associate Portfolio Director working closely with investment managing directors, global business development and clients to lead portfolio implementation, investment operations, and relationship management. His background includes extensive work with both advisory and discretionary clients, focusing on alternative investments, compliance oversight, and operational excellence.

Ruben brings not only deep industry knowledge but also a passion for delivering exceptional client experiences. His proactive approach, attention to detail, and dedication to building strong relationships make him a valuable addition to the Southborough team. He is fluent in both English and Spanish and has limited proficiency in Italian. He is known for his professionalism, warmth, and an engaging, collaborative style.

Ruben’s expertise will enhance the service and support you receive. He looks forward to connecting with both new and existing clients to continue Carson’s shared commitment to your financial goals.