Introduction:
We are thrilled to celebrate an extraordinary milestone at Vivaldi Capital Management. Our own Ilya Zlotnik has been named one of the Forbes Best-In-State Wealth Advisors for 2024. This accolade is a testament to his dedication, expertise, and the impactful relationships he has nurtured with clients over the years.
Background and Journey:
Starting his career with a role at Ameriprise Financial right after graduating from Indiana University, Ilya was driven by a blend of ambition and a pragmatic need to address his student loans. What initially began as a job, eventually evolved into a career marked by achievement and professional fulfillment.
- Achievements: Reflecting on his inclusion in the prestigious Forbes list, Ilya shares, “It feels great to be recognized for all the hard work my team and I have put in over the past ten years.” This recognition from Forbes is not just about personal achievement but a reflection of the collective effort and client-first approach that defines our team at Vivaldi.
- Expertise and Approach: Ilya’s expertise spans from building tailored investment portfolios that integrate alternative investments with traditional stocks & bonds to providing nuanced advice to business owners going through pivotal liquidity events & life transitions. His approach is deeply consultative, engaging clients in meaningful dialogue to tailor strategies that meet their evolving needs.
- Industry Insights: A firm believer in the power of technology, Ilya is particularly excited about the role of artificial intelligence in wealth management. He leverages tools like Microsoft Co-Pilot to enhance the client experience & the team’s efficiency, proving that innovation is essential to provide high-quality advice to a wide array of clients.
- Advice and Lessons Learned: For those starting in wealth management, Ilya advises aligning with organizations that nurture growth and provide opportunities to tackle diverse challenges. His career has taught him that every setback is a learning opportunity, shaping not only his professional outlook but his personal growth.
- Future Goals: Looking ahead, Ilya aims to expand his practice and podcast series, which delves into the intricacies of wealth management and entrepreneurial success. He is also committed to mentoring the next generation of advisors and eventually plans to teach, inspired by his transformative experiences at the University of Chicago.
- Personal Insights: Outside of work, Ilya enjoys alpine climbing and reading biographies, focusing recently on U.S. presidents. He finds joy in the balance between his professional endeavors and being actively involved in his young sons’ lives.
Message to Clients and Prospective Clients
“To my clients, thank you for your trust and partnership. To those considering joining us, I look forward to the opportunity to work with you and contribute to your financial success.”
Conclusion:
Ilya’s recognition by Forbes as one of the best wealth advisors in the state is more than a professional accolade—it’s a reflection of his commitment to excellence and the trust placed in him by his clients. At Vivaldi Capital Management, we celebrate this milestone and look forward to continuing our journey of providing exceptional wealth management services.