When it comes to investing, you can be either an owner or a lender. If you own stock…
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…
IRS Makes 2021 IRA Cost-of-Living-Adjustments
Understanding the income ranges and contribution limits for next year. Tax law places limits on the dollar amount…
6 Questions You Should Ask Your Financial Adviser in 2021
By: Vivaldi Wealth Advisers Brian Quinn & Ilya Zlotnik The beginning of a new year is the perfect…
Investor Letter Fourth Quarter 2020
Market Perspective First and foremost, the Vivaldi team hopes that this correspondence finds you and your loved ones…
Investor Letter Fall 2020
Market Perspective For regular patrons of our quarterly update, you will notice that we are sending this correspondence…
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…