For the second year in a row, Ilya Zlotnik, Partner and Wealth Advisor at Vivaldi Capital Management, has been recognized by Forbes as one of the Best-In-State Wealth Advisors for Illinois. This prestigious accolade reflects Ilya’s commitment to delivering thoughtful, client-first financial guidance and helping high-net-worth individuals and families navigate a complex financial landscape.
A Recognition Rooted in Relationships
At the heart of Ilya’s success is his deep belief in the power of relationships. Rather than focusing solely on portfolio performance, Ilya takes a comprehensive approach. He blends financial expertise with a genuine interest in his clients’ lives, goals, and evolving priorities. His clients are more than account holders – they’re partners in a long-term journey toward financial clarity and purpose.
This people-centric mindset is what sets Ilya apart. He blends technical acumen with active listening, translating complex investment strategies into actionable, personalized financial plans. Whether managing multigenerational wealth or structuring retirement income streams, his guidance is grounded in empathy, diligence, and decades of experience.
Innovating Beyond the Numbers
Ilya’s approach to wealth management extends beyond traditional advising. As the host of Journeys to the Summit, a podcast produced by Vivaldi Capital Management, he explores the personal and professional paths of entrepreneurs, innovators, and business leaders. Each episode uncovers the human side of success, revealing valuable insights that inspire both clients and peers.
The podcast not only showcases Ilya’s curiosity and thought leadership, but also reflects the values he brings to his advisory work: authenticity, strategic thinking, and a relentless pursuit of growth.
A Milestone for Vivaldi—and the Clients We Serve
This recognition by Forbes is not only a testament to Ilya’s individual achievements but also a reflection of Vivaldi Capital Management’s broader mission: to help clients live their best financial lives through customized, institutional-quality advice.
In a year marked by market volatility and evolving investor priorities, Ilya’s leadership continues to deliver clarity and confidence. We are proud to celebrate his achievement and even more honored to support the clients who place their trust in our team every day.
Learn more about Ilya’s approach to personalized wealth management here.
Tune into his latest episodes of Journeys to the Summit on YouTube.