KARLI VAZQUEZ-MENDEZ
Partner, CIO
Karli Vazquez-Mendez is Vice President, International Financial Advisor at Morgan Stanley. Karli began working at the age of 15 in a local credit union. By 22 she was the youngest branch manager of one of the largest credit unions in South Florida. In 2007 she joined Merrill Lynch as a Client Associate and in 2010 she joined Citi Private Bank where she was quickly promoted to Vice President. She is Series 7 & 66 licensed, holds a Health, Life, and Variable Annuity License, and is also a CFP Certificant. Karli has extensive experience in both the domestic and Latin American markets.
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Born and raised in Miami, Karli is of Puerto Rican-Guatemalan descent and attended New World School of the Arts High School. Upon graduation, she pursued her studies at Florida International University majoring in both finance and music performance. In 2010, she received her certification as a Translator and Interpreter in English and Spanish and in 2012, while working full-time at Citi, Karli received her MBA from the University of Florida, with Dean's List honors.
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Karli's core competencies include: (1) portfolio management, (2) wealth and estate planning (3) credit and lending solutions, (4) Alternative Investments and (5) equity, fixed income, and capital markets strategies. Karli's core client base has grown to include high net worth individuals, family offices, and institutional clients primarily located in the US, Caribbean, and Central America.
Karli currently resides in Fort Lauderdale, FL and is also a professional and accomplished violinist having played with several orchestras and with many Grammy winning artists. Karli is an avid member of the Junior League of Boca Raton and currently sits on the board of the Boca Raton Historical Society. She enjoys football, fishing, running and yoga.