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Carlos Legaspy, Precise Investment Holdings, Finance, Financial Services, Business, Management, Consulting


As a leading voice in the financial services industry, Carlos Legaspy is sought out as a source by some of the leading research, analysis, and news publications in the world. Carlos Legaspy has been cited many times by Thomson Reuters, including a recent article highlighting the sale of a billion dollars of bonds by CEMEX, one of the largest buildings material supplier in the world. Bloomberg L.P., Knight Ridder, and LatinFinance have additionally relied on Carlos Legaspy for his commentary on news related to companies such as Vitro, S.A.B. de C.V.; Ixe; and TV Azteca. 

As the President of Precise Holdings, based in San Diego, California, Carlos Legaspy is responsible for managing a company that assists clients in corporate restructuring projects. Formerly Precise Investment Management and Precise Securities, Precise Holdings is the result of a merger between the two entities. As President of Precise Investment Management for seven years, Carlos Legaspy led the company to great success. Beginning as a small start-up in San Diego, the company became established as an international organization with many clients throughout the Americas and Europe. In addition to corporate restructuring, Carlos Legaspy is experienced in many areas of financial services including broker-dealer management, the equities market, and options and currencies. Mr. Legaspy has garnered two decades of experience in the financial industry, currently working as International Account Executive for Precise Securities, a division of Horwitz and Associates, Inc., and having worked for companies such as Intelligenics, Inc., Investment Placement Group, and Serfin Securities, Inc. 

Carlos Legaspy’s multifaceted range of talents in financial services is backed up by a host of qualifications including Series 7, 63, 65, 24, and 9 licenses. Completing the Financial Industry Regulatory Authority requirements for these licenses is a rigorous process that necessitates a FINRA member sponsor and the completion of tests involving hundreds of questions. Maintaining an active personal lifestyle, Carlos Legaspy coaches and plays rugby and is an Advanced Open Water Diver.

Work experience


Precise Investment Holdings


Sep 1985Dec 1989


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