Ilya Zlotnik
Wealth Advisor & Partner

P: 312.248.8300

My Mission

“My team and I are dedicated to helping our clients and their families make smart investment and financial decisions over the course of their lifetime.”

Education

  • BS from Indiana University
  • MBA from University of Chicago

Specializations

  • Building customized investment portfolio’s that integrate private equity/credit, real estate, and hedge funds with stocks and bonds
  • Guiding business owners during pivotal liquidity events and transitional phases
  • Complex Tax & Estate Planning
  • Retirement Planning

Contact Me

VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606

P: 312.248.8300

About Ilya

Ilya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years.

Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.

Outside of work, Ilya enjoys biking with his two sons and climbing mountains in adventurous parts of the world.

 

Recognitions

May 2025 – Ilya Zlotnik Named to Forbes Best-In-State Wealth Advisors for Second Consecutive Year

May 2024 – Ilya Zlotnik: A Journey to Excellence Recognized by Forbes

 

Wealth Management

Advisor News & Views

Join me in an exclusive conversation with David Sternberg, CEO and Co-Founder of Vivaldi. From his unexpected leap into trading at the Chicago Board Options Exchange to navigating market crashes with precision and discipline, David shares the pivotal moments that shaped his career. Discover how he reinvented himself after trading, built a firm that redefines wealth management, and empowered the next generation of leaders at Vivaldi. This episode dives deep into the mindset of an entrepreneur who thrives on risk management, innovation, and a relentless passion for creating value.

Tune in and subscribe!

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Resources Recommended by Ilya

Contact

Ilya Zlotnik

Wealth Advisor & Partner

Vivaldi Capital Management Chicago
225 W. Wacker Drive
Suite #2100
Chicago, IL 60606

P: 312.248.8300