Ernesto Alvarez work email
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Ernesto Alvarez personal email
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.
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Wealth ManagerCiti Aug 2020 - PresentNew York, New York, Us
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Private BankerJ.P. Morgan Jun 2019 - Aug 2020New York, Ny, Us -
Fvp- Senior Private Banker, Certified Wealth Strategist®East West Bank Nov 2017 - Sep 2018Pasadena, Ca, UsU.S. Private Banking & Wealth Management Executive, Beverly Hills Private Banking Group -
Member Board Of Directors/Co-Founder/ControllerCivil Smith May 2015 - Nov 2017Civil 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.
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Vice President-Senior Private Banker, Certified Wealth Strategist®City National Bank- Beverly Hills Private Client Services Dec 2008 - Apr 2015Los Angeles, Ca, UsSenior 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". -
Vice President-Senior Private BankerWells Fargo Private Bank Aug 2006 - Dec 2008San Francisco , Ca, UsComprehensive 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. -
Vice President- Sr. Private Client AdvisorBank Of America Private Bank Apr 1997 - Aug 2006New York, New York, UsComprehensive 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
Ernesto Alvarez Education Details
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The Wharton SchoolInvestment Management Consulting -
San José State UniversityPolitical 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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