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…
Investor Letter Second Quarter 2020
Market Perspective As we continue to navigate this global health crisis as a firm and team, we want…
Vivaldi Highlighted by FT as a Leader in the Allocation of Alternative Investments
With many US registered advisers steering clear of alternatives, Chicago-based Vivaldi Capital Management was highlighted by Financial Times…
Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2020 List of America’s Top Women Wealth Advisors
Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, today announced that Asha…
Investor Letter First Quarter 2020
Market Perspective We would be remiss not to begin our usual quarterly correspondence by communicating the Vivaldi team’s…
2020 CARES Act RMD Waiver
In response to the COVID-19 pandemic and volatile economic climate, legislation was recently passed to waive 2020 Required…