Managing Partner

Carlos Vasquez, CFP®, Managing Partner -518 220 4220

Carlos came to New York Life with 10 years of experience in the industry.  He was often used as an expert source in national publications for his detailed knowledge in the long-term care industry and work in the senior market.


Carlos joined New York Life in 2004 as a direct appointment Partner in the Greater Washington General Office.  He was promoted to Senior Partner in 2012.  He was then again promoted to Managing Partner of the Albany General Office in 2016.   He has over 22 years of industry experience and over 16 years in management experience.

He was attracted to New York Life because of the living proof that the management team continually talked about. In addition, after ten years in the business, New York Life was the first Company he found to so clearly define standards to earn a promotion into management. 

Performance and Achievements:


  • #2 Partner out of 282 in the Company in 2010

  • Qualified as a Leading Partner to the Partners Meeting the next five years

  • Qualified three times for the Partner’s Gathering of Eagles Meeting

  • #1 Partner in the Zone in 2010 and 2011.

  • Was promoted to Senior Partner in 2012

  • Was promoted to Managing Partner in 2016

Carlos received his Bachelor of Science degree in Decision Science and Management Information Systems and graduated Cum Laude from the Business School at George Mason University in 1994.  He subsequently finished the CFP program at George Washington University and  earned his  CFP® designation in 1999.  He holds the following licenses: Life and Health, FINRA Series 6, 7, 63,65 and 24.


Carlos was married in 2008, and he and his wife are raising two boys.