For the second year in a row, Ilya Zlotnik, Partner and Wealth Advisor at Vivaldi Capital Management, has…
Asha Tangri Goldstein Celebrates Third Year on Forbes’ Top Women Wealth Advisors List for 2025
Vivaldi Capital Management celebrates Asha Tangri Goldstein‘s remarkable achievement of being named to Forbes’ Best-in-State Top Women Wealth…
Ilya Zlotnik: A Journey to Excellence Recognized by Forbes
Introduction: We are thrilled to celebrate an extraordinary milestone at Vivaldi Capital Management. Our own Ilya Zlotnik has…
Celebrating Asha Goldstein: A Continual Beacon of Excellence in Wealth Management
For the second consecutive year, Vivaldi Capital Management is thrilled to announce that Asha Tangri Goldstein, a dedicated…
Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2021 List of America’s Top Women Wealth Advisors
Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, announced that Asha Tangri…
Vivaldi Capital Management Joins Pensionmark Advisor Support Program Adding $3B in supported assets
Pensionmark is pleased to announce Vivaldi Capital Management (“VCM”) as the newest team to join the Pensionmark advisor…
UBS Advisor Frank Pellicori Joins Vivaldi Capital Management
Chicago RIA Vivaldi Capital Management has added a high net worth specialist advisor from UBS. The $2.8bn firm…
Vivaldi Capital Management, LP, Expands Advisory and AUM with the Acquisition of Cornerstone
Vivaldi Capital Management, LP (“VCM”), a privately-owned wealth management firm, is pleased to announce the acquisition of San…
$2.5bn Vivaldi buys San Diego RIA
The Chicago firm has snapped up Cornerstone Wealth Management in its first deal of 2020. Reported on October…