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, LLC, Expands Advisory and AUM with the Acquisition of Cornerstone
Vivaldi Capital Management, LLC (“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…
Vivaldi Capital Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
VCM is pleased to be named to the Financial Times 300 Top Registered Investment Advisers for the third…
Vivaldi Highlighted by FT as a Leader in the Allocation of Alternative Investments
With many US registered advisers steering clear of alternatives, Chicago-based Vivaldi Capital Management was highlighted by Financial Times…
Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2020 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, today announced that Asha…
Vivaldi buys $350m Cleveland RIA
Vivaldi Capital Management is expanding into Cleveland. The $2.8bn Chicago-based RIA has acquired the Proper Analysis Corporation, a…