Joaquin Alvarez Menendez
Director – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Joaquin Alvarez Menendez

With 20 years of experience at Citi, 12 of which as a Wealth Advisor and added experience in capital markets, I strive to make a difference in the financial lives of my clients by understanding their priorities and providing easy access to Citi resources, benefits, rewards and services.

In particular, I help clients connect with other Citi professionals who can assist with a range of needs, including access to a robust global investment platform, multilingual professionals, remote account opening convenience, financial insights and resources, customized portfolios and in-person meetings.

Prior to Citi, I worked at PricewaterhouseCoopers and JP Morgan Chase.

I have an MBA from Georgetown University. Besides English, I am fluent in Spanish.

I enjoy going to the gym, running, soccer, golf and music. In Argentina, I participated in professional equestrian jumping.