Carlos Legaspy

Carlos Legaspy is an experienced executive in the financial industry. Currently serving as the President of Precise Holdings, LLC, Carlos Legaspy is responsible for a successful corporate restructuring consulting firm with an international reach. As an International Account Executive for Precise Securities, a division of Horwitz and Associates, Inc., Mr. Legaspy holds licenses for Series 7, Series 63, Series 65, Series 24, and Series 9 through the Financial Industry Regulatory Authority (FINRA). Precise Holdings is the product of a merger between Precise Securities and Precise Investment Management, which Carlos Legaspy was the President of for seven years. Carlos Legaspy’s tenure with the company contributed to the acquisition of 700 accounts, the trading of over 6 million contracts for his largest account, and assets reaching $500 million. Carlos Legaspy’s career is highlighted by significant accomplishments, such as helping Playas de Occidente S.A. creditors obtain full recovery on their defaulted debt. Additionally, Mr. Legaspy worked with creditors of the largest manufacturer of automotive parts in Mexico to streamline a restructuring project outside of the complicated court system. Currently managing a team of financial professionals, Carlos Legaspy addresses complex issues with a high level of passion and the drive necessary to accomplish his client’s goals.

Prior to his involvement with the family of Precise Holdings companies, Carlos Legaspy established financial expertise in a wide variety of areas including strategic planning, marketing, sales and portfolio management, and high-level negotiations. While working with Intelligenics, Inc., in New York City, Carlos Legaspy mediated bankruptcy negotiations for the Brazilian affiliate of a major corporation in the United States, recovering over four times as much as other creditors. Mr. Legaspy has also worked in private banking with Investment Placement Group in San Diego and spent another five years as a Senior Vice President with Serfin Securities, Inc., during which time he opened the first United States branch office of a Mexican broker-dealer.