Ernesto Alvarez

Ernesto Alvarez Email and Phone Number

Private Banker @ Citi
Mumbai, Maharashtra
Ernesto Alvarez's Location
Los Angeles Metropolitan Area, United States, United States
Ernesto Alvarez's Contact Details

Ernesto Alvarez work email

Ernesto Alvarez personal email

n/a
About Ernesto Alvarez

Ernesto Alvarez is a Private Banker at Citi. He possess expertise in alternative investments, global asset management, executive education, wealth management services, portfolio management and 19 more skills.

Ernesto Alvarez's Current Company Details
Citi

Citi

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Private Banker
Mumbai, Maharashtra
Website:
citibank.com
Employees:
10
Ernesto Alvarez Work Experience Details
  • Citi
    Wealth Manager
    Citi Aug 2020 - Present
    New York, New York, Us
  • J.P. Morgan
    Private Banker
    J.P. Morgan Jun 2019 - Aug 2020
    New York, Ny, Us
  • East West Bank
    Fvp- Senior Private Banker, Certified Wealth Strategist®
    East West Bank Nov 2017 - Sep 2018
    Pasadena, Ca, Us
    U.S. Private Banking & Wealth Management Executive, Beverly Hills Private Banking Group
  • Civil Smith
    Member Board Of Directors/Co-Founder/Controller
    Civil Smith May 2015 - Nov 2017
    Civil Smith- ( 4ten Group, Inc.): www.civil-smith.com A privately held company ( 2010-2017) launched as an American Heritage apparel lifestyle brand. Civil Smith was sold in boutiques and department stores such as Bloomingdales, Fred Segal, Stacey Todd, Scoop, NYC, Atrium, National Jeans Company, Pittsburgh Jeans, E St. Denim, Beams Japan, etc.
  • City National Bank- Beverly Hills Private Client Services
    Vice President-Senior Private Banker, Certified Wealth Strategist®
    City National Bank- Beverly Hills Private Client Services Dec 2008 - Apr 2015
    Los Angeles, Ca, Us
    Senior comprehensive wealth management advisor and asset management strategist specifically for ultra-high net worth families, family office providers, institutional wealth managers, accredited investors, and charitable & non-profit organizations. Provide objective integrated advice/advisory services executed through capabilities in actively managed investment portfolios utilizing strategic/tactical asset allocation modeling via traditional and non-traditional asset classes, customized credit structure(including interest rate hedging), banking solutions, and trust &estate planning (wealth transfer). Specialized investment consulting as it pertains to alternative investments, private equity, venture capital, investment banking, and emerging/developed international family wealth. Our firm has been recognized and awarded by Barron's as one of the top Wealth Managers in the United States and recognized in the entertainment industry as "The Bank of the Stars".
  • Wells Fargo Private Bank
    Vice President-Senior Private Banker
    Wells Fargo Private Bank Aug 2006 - Dec 2008
    San Francisco , Ca, Us
    Comprehensive Wealth Advisor, Team Leader, and Relationship Manager for de novo private wealth office exclusively for ultra high net-worth families, and family office providers. Partnership advisor with Barrington Investment Banking affiliate, deal flow consultant.
  • Bank Of America Private Bank
    Vice President- Sr. Private Client Advisor
    Bank Of America Private Bank Apr 1997 - Aug 2006
    New York, New York, Us
    Comprehensive Wealth Advisor and Relationship Manager exclusively for ultra high net-worth families, and family office provider, for The Private Bank at Bank of America, Private Wealth Management Group.

Ernesto Alvarez Skills

Alternative Investments Global Asset Management Executive Education Wealth Management Services Portfolio Management International And Emerging Private Banking Private Wealth Management Global Strategic And Tactical Asset Allocation Portfolio Analysis Series 66 Wealth Management Equities San Family Office Institutional Fixed Income High Net Worth Individuals Asset Management Wealth Private Equity Comprehensive Investment Management Investment Banking Venture Capital Strategic Wealth Planning/wealth Transfer Series 7

Ernesto Alvarez Education Details

  • The Wharton School
    The Wharton School
    Investment Management Consulting
  • San José State University
    San José State University
    Political Science Concentration In Public Fiscal Administration

Frequently Asked Questions about Ernesto Alvarez

What company does Ernesto Alvarez work for?

Ernesto Alvarez works for Citi

What is Ernesto Alvarez's role at the current company?

Ernesto Alvarez's current role is Private Banker.

What is Ernesto Alvarez's email address?

Ernesto Alvarez's email address is er****@****cnb.com

What schools did Ernesto Alvarez attend?

Ernesto Alvarez attended The Wharton School, San José State University.

What are some of Ernesto Alvarez's interests?

Ernesto Alvarez has interest in Fluent In Spanish (Bilingual).

What skills is Ernesto Alvarez known for?

Ernesto Alvarez has skills like Alternative Investments, Global Asset Management, Executive Education, Wealth Management Services, Portfolio Management, International And Emerging Private Banking, Private Wealth Management, Global Strategic And Tactical Asset Allocation, Portfolio Analysis, Series 66, Wealth Management, Equities.

Who are Ernesto Alvarez's colleagues?

Ernesto Alvarez's colleagues are Carlin Lie, Jake Harris, Simon Skrelja, Debarun Chatterjee, Sachin Lavanya Gupte, David Deng, Cathy Travaglia, Pmp, Mba, Msmis, Itil.

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