In a fascinating interview with Ilya Zlotnik from Vivaldi Capital Management, Jeff Glazer, an accomplished entrepreneur who successfully…
Understanding Non-Stock and Bond Investments with Ilya Zlotnik
In a recent episode of the podcast “Land + Everything Else,” Ilya Zlotnik, advisor and partner at Vivaldi…
Celebrating Asha Goldstein: A Continual Beacon of Excellence in Wealth Management
For the second consecutive year, Vivaldi Capital Management is thrilled to announce that Asha Tangri Goldstein, a dedicated…
Navigating Today’s Real Estate Market: Insights from Scott Ottenheimer
In an insightful conversation with Ilya Zlotnik, Advisor and Partner at Vivaldi Capital Management, Scott Ottenheimer, a leader…
The Synergy of Health and Wealth: Insights from Ilya Zlotnik and Daniel Chille
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…