In a recent enlightening conversation, Ilya Zlotnik, Wealth Advisor and Partner at Vivaldi Capital Management, sat down with…
Estate Planning And More Financial Services Resources
Abby Phillips, one of our Wealth Advisors, is not surprised that one of the most common topics within…
A Conversation on Building & Selling a Successful Business and Transitioning into Retirement
In our latest Fireside Chat, we had the pleasure of hosting Byron Udell, a leader in the life insurance…
Navigating the Evolving Landscape of Private Market Investing
In a compelling fireside chat, Ilya Zlotnik of Vivaldi Capital Management and Michael Grayson of First Trust Capital…
Private Placement Life Insurance: A Broader Investment Platform
Join our own Wealth Advisor & Partner, Ilya Zlotnik, along with Jordan Katz, CEO and Founder of JR Katz, as…
Private Credit: Taking Advantage of Increased Opportunities
Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik, connects with Rob O’Hara, CFA to discuss the shift…
Vivaldi Capital Management Fireside Chat Series: Top Tax Matters to Consider for Business Owners and Individuals
Welcome back to the next episode in our Fireside Chat series where Vivaldi Wealth Advisor & Partner, Ilya…
Direct Indexing: What It Is and How It Can Benefit You
In our latest video, sit down with Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik, and Bob…
Vivaldi Capital Management Fireside Chat Series: A Conversation on Operational Due Diligence
Join our latest Fireside Chat with Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik and Director of…