Jacob Alvarez

Jacob Alvarez is a Managing Director and Senior Banker at Citi Private Bank, where they lead a team focused on serving family offices, UHNW individuals, and asset managers. Jacob provides comprehensive wealth management solutions, integrating advice and execution across traditional and alternative investments. Previously, Jacob worked as a private banker at J.P. Morgan and held various investment banking roles at Citi, Credit Suisse, and UBS, contributing to over $50 billion in transaction value. Jacob earned a B.S. in Business Administration from the University of California, Berkeley, where they were honored as a Regents' Scholar and an Alumni Scholar. Born in Madrid, Spain, Jacob currently resides in New York City.