Four decades at the intersection of technology leadership, enterprise risk, and business transformation — where strategy meets the operational reality that most advisors never see from the inside.
Carlos Recalde has spent four decades at the intersection of technology leadership, enterprise risk, and business transformation.
His approach to risk is practical, not theoretical. As President & CEO of Sheltered Harbor, he built the global standard for protecting consumer account data against catastrophic cyber events and enabling prompt recovery of critical business services — establishing the certification program adopted by hundreds of institutions holding tens of trillions in consumer assets.
Today, Carlos focuses on the fusion of enterprise risk management to address AI governance and cyber resilience — advising boards and senior executives on how to govern AI deployments, manage the risks they introduce, and extract durable business value from them. His practice treats AI not as a technology problem but as an organizational transformation opportunity with risk consequences that most enterprises are underestimating.
Built the financial industry's global cyber-resilience standard from the ground up. Established the certification program now adopted by hundreds of institutions holding tens of trillions in consumer assets — the definitive framework for protecting account data and enabling recovery from catastrophic cyber events.
Led Enterprise Architecture for the global investment banking division, defining the technology blueprint underpinning one of the world's largest capital markets operations.
Directed global product management for the Prime Services division, overseeing the technology and service portfolio supporting the firm's hedge fund and institutional client base.
Grew revenues by over 15% in two years by transforming a legacy product business into a software-as-a-service operation — an early and consequential SaaS conversion in the asset management technology sector.
Directed $90M+ in annual technology investment for 38,000 professionals. Created the International Security Group, hired the firm's first CISO, and built the technology infrastructure for the Americas practice — work recognized with the 1997 PC Week Best Practice Award for Technology Innovation and KPMG IS being named a Computerworld 100 Best Places to Work.
Founded to deliver executive-level advisory on risk, AI governance, and cyber resilience — bringing four decades of operational experience directly to boards and senior leadership teams navigating complex transformation and risk environments.
Ready to bring this depth of experience to your board or leadership team?